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The Perfect RIA
How Surge Fails
Mar 28, 2024
The podcast discusses the concept of Surge for financial advisors, focusing on delivering value to clients, efficient time management, and maintaining profitability. It emphasizes strategic scheduling, inflexible surge rules, and after-action reports for evaluating performance.
38:49
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Quick takeaways
- Deliver massive value to clients consistently for long-term success.
- Be intentional with time to maximize effectiveness and avoid unproductive tasks.
Deep dives
18 Players Want to Be Around Other 18 Players
In a fiercely efficient financial advisory practice, 18 players thrive when surrounded by others of the same caliber. The high-performing A-level players are focused on long-term goals and success, creating an environment where B-level players may feel excluded as they are perceived to hold back progress.
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AI-powered
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Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode