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

The Software Dilemma in Financial Planning [Episode 342]

We all need the fundamentals

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Embracing Failure: Lessons from Million Dollar Producers [Episode 341]

Make 2026 an amazing year.

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Encore Episode: Why Advisors Fail

The four rules of advisor success

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