THE SUMMIT 2025
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THIS WEEK’S PODCAST
Financial Undressing: What Your Practice Valuation is Really Wearing
Understanding your practice’s value. ...
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is Disrupting The Financial Services Industry
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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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