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Worlds to Conquer - Your Surge Questions Answered
Surge will transform your practice. However, it takes work to implement, and naturally, making such a large change to your practice is bound to crea…
2 years, 10 months ago
What Works Wednesday - Client Events With Chad Hufford
How are you deciding ways to connect with your clients throughout the year? If it's to update them on the latest news story without any true purpose…
2 years, 10 months ago
![What Is Too Much Value? [Episode 193]](https://static.libsyn.com/p/assets/b/e/9/8/be9864e9351e32e6a04421dee9605cbd/EP-193_Episode.png)
What Is Too Much Value? [Episode 193]
Episode 193
When you imagine value as a sledgehammer, does that seem positive or negative to you? On today's episode, Matt and Micah talk through what it means …
2 years, 10 months ago
Follow Up Friday - We Don't Need Surge, We Need Prospects
Surge and your prospect process are some of the key areas to improve your practice. What does the initial prospect experience look like, and are you…
2 years, 10 months ago
Worlds to Conquer - A Detailed Look At Surge
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 break…
2 years, 10 months ago
What Works Wednesday - Creating A Surge Process That Works For You With John Mason
When implementing surge, it's important to be intentional about your time and schedule, and understand what you're solving for. On today's episode, M…
2 years, 10 months ago
![We Don't Need Surge, We Need Prospects [Episode 192]](https://static.libsyn.com/p/assets/b/f/5/4/bf548de8e7e5d624a04421dee9605cbd/EP-192_Episode_Episode.png)
We Don't Need Surge, We Need Prospects [Episode 192]
Episode 192
Are you waiting for more clients before you start creating and implementing processes in your practice? In order to create a positive and powerful ex…
2 years, 10 months ago
Follow Up Friday - Your Q1 Surge Plan
Implementing surge is beneficial for you, but it also creates a better experience for your client. However, surge takes work and requires preparation…
2 years, 10 months ago
Worlds to Conquer - Surge And Questions For Your Team
You can't assume that because you have something articulated clearly in your mind, that your team knows and understands every detail. On today's epis…
2 years, 10 months ago
What Works Wednesday - The Advisor Path With Ben VerWys
If you're good at what you do, it's understandable that there can be endless opportunities available to you. On today's episode, Matt is joined by Be…
2 years, 10 months ago