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 Power of Mental Checklists [Episode 351]

How do we make this easier for the client?

See More

Encore Episode: You Thought It Would Be Easy…

Embrace Rejection and Risk

See More

How M&A Benefits Clients and Advisors With Michael Belluomini and Liam Heffernan

Don’t wait till you’re 102

See More

Contact Us