A Tale of Two Surges - Matthew and Micah's Surge Comparison [Episode 165]
The Perfect RIA
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Post Surge Meetings - What Do We Want to Do Differently Next Time?
We like to do pre surge and post surge with our ms. Our post search meetings needs to be right after the adviser surge ends. One of the things we do at victoria or r m, they do a post meeting follow up call about five to seven days after the meeting. They're ging t go over client homework. Ti thy get it done? Ongt go over the shelansky homework, did we get it done on any follow up, et cetera.
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