Once surge is done, do you feel you need to keep your same intensity level or do you have a plan for that transition? Have you considered ways to add value to your clients by asking about education planning? What is the financial advisor’s perfect week outside of surge? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

What To Do When You’re Out Of The Office [Episode 198]

What Works Wednesday – Education Planning With Guest Fred Amrein

Worlds to Conquer – 10X Your Practice – A Financial Advisor’s Perfect Week

Recommended Podcast

Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]

It’s a fear more than an actuality

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Encore Episode: So Is This What You Do In YOUR Practice?

Learning from conferences, asking the right questions

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The Importance of Risk Management in Financial Planning With Justin Smith  

Today’s the youngest you’re going to be!

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