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6min chapter
The Perfect Surge Dates
The Perfect RIA
Efficient Planning and Client Management Strategies for Financial Advisors
This chapter explores the strategy of setting a surge schedule for financial advisors, advocating for only three client meetings annually. It highlights the crucial timing of the surge in March and April, aligning with tax deadlines, and emphasizes the necessity of maintaining appointment efficiency and trust through established processes.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode