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
Strategic Client Onboarding and Enhancing Tax-Related Value
Structured onboarding and tax planning strategies.
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Creating Value Adds from the Tax Return
Maximize tax season value with surge periods and collaboration.
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Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]
Structuring your client onboarding process.
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