The Impactful Role of Financial Advisors in Clients' Lives

In this episode, Jamie shares how Surge can go off the rails. She emphasizes how advisors must deliver massive value to clients, be intentional with time, and run a profitable practice. The concept of Surge, which is time blocking on steroids, is introduced as a way to meet with clients and prospects when it makes the most sense in their lives. Still, with this, Jamie points out the importance of creating inflexible surge rules and conducting after-action reports to evaluate and improve surge performance.

How Surge Fails Resources in today's episode: - The Tipping Point by Malcolm Gladwell - Jordan B Peterson Podcast - Worlds to Conquer - When I Surge, You Surge, We Surge