We Don't Need Surge, We Need Prospects [Episode 192]
The Perfect RIA
00:00
The Chicken or the Egg?
Jarvis: Having surge in place will not solve all of your problems. It'll solve a lot of them, but not having any place cascades through is where I see it. The pro realizes that the technical piece is critical but it is by far not the only piece that you have to create this really powerful client experience.
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Transcript
