Surge will transform your practice. However, it takes work to implement, and naturally, making such a large change to your practice is bound to create some questions. Are you curious about appointment schedules? What happens to prospects during surge? Do clients ever not show up? And what do you do about that dreaded head trash? On this week's Worlds To Conquer, Jamie answers some of the most common questions we have received at The Perfect RIA regarding surge. <a href="http://bit.ly/3YSPqN4" target="_blank" rel="noopener"> http://bit.ly/3YSPqN4</a>

Surge will transform your practice. However, it takes work to implement, and naturally, making such a large change to your practice is bound to create some questions. Are you curious about appointment schedules? What happens to prospects during surge? Do clients ever not show up? And what do you do about that dreaded head trash? On this week's Worlds To Conquer, Jamie answers some of the most common questions we have received at The Perfect RIA regarding surge. http://bit.ly/3YSPqN4

Surge will transform your practice. However, it takes work to implement, and naturally, making such a large change to your practice is bound to create some questions. Are you curious about appointment schedules? What happens to prospects during surge? Do clients ever not show up? And what do you do about that dreaded head trash? On this week's Worlds To Conquer, Jamie answers some of the most common questions we have received at The Perfect RIA regarding surge. <a href="http://bit.ly/3YSPqN4" rel="noopener noreferrer"> http://bit.ly/3YSPqN4</a>

Worlds to Conquer - Your Surge Questions Answered

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success.

Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office.

Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel.  Tune in and transform your advisory practice into a powerhouse of success.

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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.

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Worlds to Conquer - Your Surge Questions Answered

Worlds to Conquer - Your Surge Questions Answered

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