Follow Up Friday - Surge - What If It Works?
The Perfect RIA · The Perfect RIA
December 23, 20228m 42s
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Show Notes
Is your head trash what's stopping you from implementing surge and finding ways to deliver more value to your clients? If you're going to implement surge, have you thought about steps to take to start or how to communicate how it's beneficial to your clients? How does being surrounded by the knowledge of financial planning and positivity impact children? Listen in as we recap this week's highlights and action items.
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