Are you ready to implement surge, but you’re unsure of what this truly looks like both for the advisor and the team? On today’s episode, Jamie breaks down surge from the time involved before a client walks in, through the weeks of surge, and as well as after, when tasks are still being completed. Listen in as Jamie shares the schedule that allows her office to deliver massive value during this hyper-focused period of time.

Recommended Podcast

What Works Wednesday – Tax Planning With Guest Steven Jarvis, CPA

Where do you fall on delivering tax value to your clients?

See More

Moving The Needle [Episode 196]

If your work isn’t hyper-intentional, you’re just playing office.

See More

Follow Up Friday – 10X Your Practice

Looking at the small steps towards your big goals.

See More

Contact Us