Surge and your prospect process are some of the key areas to improve your practice. What does the initial prospect experience look like, and are you educating prospects versus selling to them? When it comes to surge, are you taking the time to go through your process before a client walks through your doors or joins your virtual meeting, and what does the process look like from your team’s perspective? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

We Don’t Need Surge, We Need Prospects [Episode 192]

What Works Wednesday – Creating A Surge Process That Works For You With John Mason

Worlds to Conquer – A Detailed Look At Surge

Recommended Podcast

What Works Wednesday – Tax Planning With Guest Steven Jarvis, CPA

Where do you fall on delivering tax value to your clients?

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Moving The Needle [Episode 196]

If your work isn’t hyper-intentional, you’re just playing office.

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Follow Up Friday – 10X Your Practice

Looking at the small steps towards your big goals.

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