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10min chapter
Encore Episode: Managing Value Adds In Surge
The Perfect RIA
Intro
This chapter explores the logistical strategies for implementing surge cycles in a financial advisory office, focusing on enhancing client engagement through structured value adds and effective utilization of downtime. It emphasizes the significance of pre and post-surge meetings to evaluate team performance and foster collaboration for improved client service.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode