What would you do if you had to come up with a way to double your productivity? What if, through your extreme accountability, you had to graduate clients? Are you and your team on the same page in regard to what is considered delivering massive value to your clients? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

What If You HAD To Double Your Productivity?!? [Episode 189]

What Works Wednesday – Graduating Clients and Implementing Surge With Chris Michalman

Worlds to Conquer – Defining Value With Your Team

Recommended Podcast

Lean Learning and Building True Fans with Pat Flynn [Episode 311]

Building trust through personal stories.

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Encore Episode: What Is The Perfect RIA?

Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.

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Navigating The M&A Landscape With Jessica Polito [Episode 310]

Just keep doing what you’re doing

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