Implementing surge is beneficial for you, but it also creates a better experience for your client. However, surge takes work and requires preparation leading up to it. How are you going through this with your team? Have you taken the time to look at what you’re creating in your practice and your ideal life? Are you having those up-periscope meetings with your team to ensure things are happening as you believe they are? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Your Q1 Surge PlanYour Q1 Surge Plan [Episode 191]

What Works Wednesday – The Advisor Path With BenVerWys

Worlds to Conquer – Surge And Questions For Your Team

Recommended Podcast

The Power of Experimentation in Financial Planning With Art Turock [Episode 338]

What is a latent need?

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Encore Episode:The Godfather: Michael Kitces

How do you find really good team members?

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Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337]

The basics are almost never being handled

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