Podcast Episodes
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Your Q1 Surge Plan [Episode 191]
Episode 191
With Spring Surge around the corner, what are you doing to prepare now so that you are creating an incredible meeting experience for your clients? On…
2 years, 10 months ago
Follow Up Friday - Best Communication Tips - You CAN Teach An Old Dog New Tricks
Are you doing whatever you can to improve the client experience? Do you practice getting comfortable with being uncomfortable? Are you trying to crea…
2 years, 10 months ago
Worlds to Conquer - Surge: Schedules and Teams
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 unde…
2 years, 11 months ago
What Works Wednesday - Pushing Your Comfort Zone With Bryan Garris
There can always be an excuse or a reason to not do something, but what if, instead, you just choose to push through and get uncomfortable to make ch…
2 years, 11 months ago
![Best Communication Tips - You CAN Teach An Old Dog New Tricks [Episode 190]](https://static.libsyn.com/p/assets/d/0/0/e/d00e668c6340f20027a2322813b393ee/EP-190_Episode_Episode.png)
Best Communication Tips - You CAN Teach An Old Dog New Tricks [Episode 190]
Episode 190
It's possible to embrace technology to improve upon tried and true practices when it comes to communication. Video is a great way to correspond with …
2 years, 11 months ago
Follow Up Friday - What If You HAD To Double Your Productivity?!?
What would you do if you had to come up with a way to double your productivity? What if, through your extreme accountability, you had to graduate cli…
2 years, 11 months ago
Worlds to Conquer - Defining Value With Your Team
Does discovering that your clients have been receiving greater than usual touchpoints automatically mean that more value is being delivered? In today…
2 years, 11 months ago
What Works Wednesday - Graduating Clients and Implementing Surge With Chris Michalman
Sometimes, in order to make extreme changes in your practice, it takes a mastermind and extreme accountability to push you toward those changes. On t…
2 years, 11 months ago
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What If You HAD To Double Your Productivity?!? [Episode 189]
Episode 189
We all have the same 24 hours in a day. Because of this, we also have the opportunity to reset every single day to determine how to spend those hours…
2 years, 11 months ago
Follow Up Friday - The Goal Of The Perfect RIA
Are you having real, authentic conversations and discussions about what is working in your practice and do you have someone who will tell you when wh…
2 years, 11 months ago