What Works Wednesday - Graduating Clients and Implementing Surge With Chris Michalman
The Perfect RIA · The Perfect RIA
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Show Notes
Sometimes, in order to make extreme changes in your practice, it takes a mastermind and extreme accountability to push you toward those changes. On this episode, Matt is joined by Chris Michalman of Integrated Financial Partners in Derry, NH, to talk about how he first implemented surge in his practice and his experience in graduating clients. Matt and Chris will share the emotional aspect that goes along with transitioning clients while knowing that it's in their best interest, and also discuss how making these changes help you to better serve the right clients and become more valuable to them.