Surge Is a Hyper Discipline Period of Time for Financial Advisors

Jamie Shieland: Surge is a hyper discipline period of time in which you are doing nothing but focused on client meetings and delivering massive value to clients. In order to pull off surge successfully, you really have to have a lot of countering rules and processes in place," he says. "You will be amazed at how impactful this is because no longer will you have to explain why you need certain documentation"