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Worlds to Conquer - Surge And Questions For Your Team

The Perfect RIA

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We Didn't Change Our Surge

We didn't want to see another global financial crisis where you had people panicking, dumping all of their assets and going to the G Fund. We wanted to provide people with a sounding board and some type of stewardship before they made a consequential financial decision based on an emotional time in history. So we went out to our financial advisors and we said, hey, listen, we're all going to tack on an extra week of surge during this crisis. And I really think that was unintentionally critical for our team members because it kept them in the headspace"

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