Surge will transform your practice. However, it takes work to implement, and naturally, making such a large change to your practice is bound to create some questions. Are you curious about appointment schedules? What happens to prospects during surge? Do clients ever not show up? And what do you do about that dreaded head trash? On this week’s Worlds To Conquer, Jamie answers some of the most common questions we have received at The Perfect RIA regarding surge.

Recommended Podcast

Encore episode – How Did I Lose $50,000 This Month!?!

How to talk to clients whose accounts go down in value.

See More

The Hard Truths of Success [Episode 307]

Mastering the Art of Consistency

See More

Encore episode  – How To Communicate Your Value To Clients [Episode 172]

Understanding and implementing value-adds.

See More

Contact Us