THE PERFECT RIA |Worlds to Conquer - Surge: Schedules and Teams

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.

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Worlds to Conquer – Surge: Schedules and Teams

Recommended Podcast

Dodging IRA Disasters and Fostering Team Synergy

Employees: Following Up or Nagging? Is There a Difference?

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

Contact Us