Follow Up Friday – Your Q1 Surge Plan
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]
Recommended Podcast
Lean Learning and Building True Fans with Pat Flynn [Episode 311]
Building trust through personal stories.
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Encore Episode: What Is The Perfect RIA?
Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
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Navigating The M&A Landscape With Jessica Polito [Episode 310]
Just keep doing what you’re doing
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