Would you run a marathon the day you decide to start running? If not, then you’ll understand that jumping from zero surge meetings to 30 in a week is not a recipe for success. Are you interested in content marketing and using social media to gain clients? What are you doing to prepare for presentations that are in less-than-ideal conditions? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Did Surge Abandon You? [Episode 204]

Content Marketing With Guest Dave Zoller

Amateur Hour

Recommended Podcast

Transforming Financial Planning Practices with Sten Morgan [Episode 340]

Another myth bites the dust

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Encore Episode: Tips from the Trenches – Taxes

figuring out a client’s taxes

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Tax Planning at Scale [Episode 339]

Are we making progress?

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