You do not need to reinvent the wheel to implement surge. On this episode, Jamie shares a proven surge schedule based on years of experience and understanding of when this will deliver the most value to clients. Listen in as she also discusses the different pods within her firm and how to create an environment with a strong team that performs at their highest level.

Recommended Podcast

The Real Risks of Retirement With Derek Tharp

It’s about how people actually value things

See More

Understanding Growth Metrics in a Bull Market With Michael Belluomini and Liam Heffernan

All revenue is not equal

See More

Encore Episode: You Are Only Cheating Yourself

Skipping critical steps can have significant consequences.

See More

Contact Us