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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
Strategic Surge Scheduling in a Financial Advisory Firm
04:08 • 19min
The Impactful Role of Financial Advisors in Clients' Lives
23:07 • 2min
The Impact and Importance of Financial Advisors During Challenging Times
25:28 • 3min
Recovery and Delegation in Busy Periods
28:40 • 7min
The Importance of A Team Players and Exceptional Service in Fostering Growth
36:05 • 3min