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

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

From Struggle to Seven Figures: Aaron Schmerling’s Journey

I need to keep moving forward

See More

Contact Us