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

So, How Will You Get All Those New Clients? [Episode 292]

Tracking metrics for prospecting success.

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Why Clients Leave (And How to Keep Them)

The impact of empathy in your client relationships.

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What Was Your NET Client Flow In 2024? [Episode 291]

Building strong relationships with clients.

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