Preparing For Fall Surge: A Guide for Financial Advisors [Episode 321]
In this episode, Matt and Micah discuss the concept of 'Surge' in financial advising, emphasizing the importance of delivering massive value to clients. They explore the logistics of scheduling client meetings, the benefits of focused interactions, and the necessity of having systems and checklists in place to enhance efficiency. The conversation highlights the significance of preparation and continuous refinement of processes to ensure a successful surge cycle, ultimately leading to better client relationships and business outcomes.
Preparing For Fall Surge: A Guide for Financial Advisors…
The skinny
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