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The Perfect RIA
The Perfect Surge Dates
Mar 21, 2024
Exploring Surge, a time-blocking strategy for advisors to optimize schedules and deliver value to clients. Jamie shares origins and evolution of Surge, along with a detailed surge schedule based on client needs and advisor efficiency. Discussions on fair compensation, time blocking, and strategic client meetings for financial advisors.
31:02
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Quick takeaways
- Surge optimizes advisor schedules for client value.
- Implementing surge involves strategic days, evolution, and consistent availability.
Deep dives
The Importance of Surge in Financial Advisor Practices
Implementing surge in financial advisor practices has proven to be a wildly popular and effective strategy for generating thousands of downloads and engaging the financial advisor community. Surge involves setting specific appointment schedules to ensure efficient client meetings and operational effectiveness, ultimately emphasizing the importance of steady compensation for employees.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode