3min chapter

The Perfect RIA cover image

Did Surge Abandon You? [Episode 204]

The Perfect RIA

CHAPTER

How to Streamline Your Surge Dates

Jarvis: Surge dates are fixed every similar year As if it was the 11th commandment It must be March 5th to this date. Sometimes these dates are flexible up until the point where clients are scheduled Right, once clients are scheduled, these are no longer flexible dates We're not going to reschedule clients short of an emergency But in an example of your life changes, a trip comes up Or if you have a niche of clients that something new, a new tax law comes down Something new from their company, MassLivesIt is totally okay for you to add a surge or just pivot your surgeOr just change the theme of your surge Again, the whole idea is how do

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