Are you making the most out of the opportunity when meeting with prospects by having a process in place? What type of forcing mechanisms to you have to keep you from playing office? When you’re outside of surge, are you doing nothing, or are you still being intentional with your time while offering access to your team to help with client needs? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Just Cause Your Breath Stinks, Don’t Change The Process [Episode 206]

Unique Forcing Mechanisms with Guest Dave Zaegel

How You Can Offer Unlimited Access

Recommended Podcast

Valuations in a Changing Market With Scott DiGiammarino

Remain calm, stay the course.

See More

Preparing For Fall Surge: A Guide for Financial Advisors [Episode 321]

Surge just works, right?

See More

Encore Episode: How Surge Works For New Relationships And Clients.

How to manage expectations and communicate the value of surge to new clients.

See More

Contact Us