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13min chapter
The Perfect Surge Dates
The Perfect RIA
Strategic Scheduling for Client Meetings
The chapter discusses a strategic approach to scheduling client meetings based on seasonal demands and engagement levels, emphasizing the importance of legacy conversations with adult children of clients. It also delves into the strategy of surging appointments and highlights the disciplined approach needed to implement this scheduling method effectively in a financial planning firm.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode