Worlds to Conquer - Surge: Schedules and Teams - a podcast by Matthew Jarvis & Micah Shilanski, Finance Rockstars
from 2023-02-09T08:00
::
::
You do not need to reinvent the wheel to implement surge. On this episode, Jamie shares a proven surge schedule based on years of experience and understanding of when this will deliver the most value to clients. Listen in as she also discusses the different pods within her firm and how to create an environment with a strong team that performs at their highest level.
Further episodes of The Perfect RIA
Further podcasts by Matthew Jarvis & Micah Shilanski, Finance Rockstars
Website of Matthew Jarvis & Micah Shilanski, Finance Rockstars