THE PERFECT RIA |Worlds to Conquer - Your Surge Questions Answered

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

Unique Abilities and Unbreakable Rules for Advisor Success

Crafting your unique value and leadership essentials.

What Rules Apply And To Who? Leaders Answer

Setting the tone for your team.

Unlocking an Advisor’s Unique Ability with Guest Andree Mohr [Episode 276]

Using storytelling and setting yourself apart from others.

Contact Us

Join our Program

Have you heard about the successes of another Advisor by participating in our program? Do you need the tools and accountability to build your 7-figure highly profitable, hyper efficient, lifestyle practice? We would love to talk to you. And, we would love to thank you whomever referred you. Give us your information, and theirs, and we will connect with you and thank them!

Your Name(Required)

First Last

Email(Required)

Phone(Required)

Who referred you?

Name

First Last

CAPTCHA

Worlds to Conquer – Your Surge Questions Answered

Recommended Podcast

Unique Abilities and Unbreakable Rules for Advisor Success

What Rules Apply And To Who? Leaders Answer

Unlocking an Advisor’s Unique Ability with Guest Andree Mohr [Episode 276]

Contact Us