THIS WEEK’S PODCASTFollow Up Friday – Helping Team Members Triage Client Requests

Helping your team to help you. ...Read More

Listen to the Show that
is Disrupting The Financial Services Industry

How Surge Works For New Relationships And Clients [Episode 167]

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Follow Up Friday – The Challenge! Who Delivers More Value?

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Worlds To Conquer – Tips And Tricks For A Harmonious Surge

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What Works Wednesday with Guest Jeff Rattiner

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The Challenge! Who Delivers More Value? [Episode 166]

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Follow Up Friday – A Tale Of Two Surges – Matthew and Micah’s Surge Comparison

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Worlds To Conquer – Managing Value Adds In Surge

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What Works Wednesday With Guest Rich Chen

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A Tale of Two Surges – Matthew and Micah’s Surge Comparison [Episode 165]

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