Wait? Surge Again? Hell Yeah! [Episode 221]

Surge is around the corner, and Matt and Micah are diving into this game-changer for financial advisors. Discover how strategic calendar management can reshape your client relationships and industry impact and the importance of unwavering consistency in your scheduling to maintain productivity and client value. Unearth why Surge isn't just a tactic but the bedrock of a thriving practice and how clear communication policies can enhance client interactions. Lastly, the guys will explore the secrets to team alignment and automation that make Surge more than just a vacation plan.  https://theperfectria.com/podcast/221