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

The Power of Coaching With Guest Scott Rusnak

The importance of having a coach.

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Value Sledgehammer or Volume Sucker Punch? [Episode 233]

Start small with value adds and evolve them over time.

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Estate Planning Value, Client Complexities, and Balancing Service With Personal Growth

Asking the right questions with clients, connections, and yourself.

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