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

What Do Prospecting and Six-Pack Abs Have in Common? [Episode 258]

How advisors can be intentional with prospecting strategies.

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Talent Acquisition Strategies and Creating a Stellar Client Onboarding Processes

Mastering hiring and onboarding: keys to advisory firm growth and the client experience.

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Encore Episode: Client Onboarding – Creating A Solid Foundation

Game-changing client onboarding tips to maximize value.

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