Download the free Surge Guide and checklist:
To get your Surge Meeting Guide and Checklist:
Visit our interview with Matt Jarvis, who has taught thousands of advisors how to implement surge meetings.
https://open.spotify.com/episode/2LYLsKGqAtiCjTozvMX7Yr?si=Br5QzaoTRQWV0e712NWMTQ
Multitasking Myth: Multitasking can reduce productivity by up to 40%?
Client Reactions: Are you worried about how clients will react to structured meeting times? We share real-life experiences that show clients often appreciate the organization.
Proactive Planning: Discover the benefits of preparing for surge periods, from reviewing client files in advance to setting clear expectations with your team.
Download the Surge Guide at:
Community Forum Space