Worlds to Conquer - A Detailed Look At Surge - a podcast by Matthew Jarvis & Micah Shilanski, Finance Rockstars

Are you ready to implement surge, but you’re unsure of what this truly looks like both for the advisor and the team? On today’s episode, Jamie breaks down surge from the time involved before a client walks in, through the weeks of surge, and as well as after, when tasks are still being completed. Listen in as Jamie shares the schedule that allows her office to deliver massive value during this hyper-focused period of time.

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