If you think you’re delivering too much value (really??!), it may just be that you’re failing to deliver it correctly. When you’re creating content for your clients or planning client events, are you looking at what would be most valuable to them and how you can educate them? Are you ready to implement surge, but do you have some lingering questions?  Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

What Is Too Much Value? [Episode 193]

What Works Wednesday – Client Events With Chad Hufford

Worlds to Conquer – Your Surge Questions Answered

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Bonus Episode: The Numbers Behind Financial Success

How to talk to clients whose accounts go down in value.

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The Critical Role of Talent in Advisory Firms [Episode 308]

Navigating M&A in the Advisory Space

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Encore episode – How Did I Lose $50,000 This Month!?!

How to talk to clients whose accounts go down in value.

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