Worlds to Conquer - Surge And Questions For Your Team
The Perfect RIA
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Surge - What Happens Outside of Surge?
"Surge allows us to do all three of those tenants and live in our truths," she says. "It sets a good cadence for the financial advisor, but mostly it sets a good Cadence for the rest of your support team that is going to be facilitating you all year long"
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Transcript
