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

Estate Planning: From Checkbox to Cornerstone

Client engagement and setting expectations with estate planning.

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A Trust Will Solve All My Problems… [Episode 294]

Navigating estate planning with your clients.

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Beyond the Numbers: The Human Side of Retiring

Helping clients understand their purpose in retirement.

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