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Did Surge Abandon You? [Episode 204]
The Perfect RIA
How to Have Successful Surge Meetings
Mike: "I've definitely had times where I stepped on the double black diamond run" He says it goes with days that you're not going to meet with clients and being prepared for those median lengths. The perfect RIA is working on a surge meeting master class, Mikey said. It's got to be a thousand plus advisors who have come to us after implementing surge meetings.
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