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

Prospecting That Works [Episode 317]

Practice is key

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Encore Episode: How Are You Accountable When You Make a Client Mistake?

Handling mistakes and transparency with clients.

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Navigating Client Mistakes: A Guide for Advisors [Episodes 316]

Mistakes happened, now what?

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