Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 4min
How to Overcome Surge Burnout
03:31 • 2min
The Importance of Time Blocking
05:53 • 3min
How to Communicate With Clients
08:52 • 2min
How to Block Off Meetings
10:59 • 3min
How to Streamline Your Financial Planning Process
13:33 • 2min
The Importance of Personalized Investment Models
15:09 • 2min
The Perfect RA Challenges Financial Advisors to Answer the Question What Would You Do if You Were Not Afraid?
16:52 • 2min
How to Streamline Your Surge Dates
18:40 • 3min
How to Set Expectations for Your Clients
22:06 • 2min
How to Set Your Goals for Success
23:50 • 2min
The Importance of Long Meetings
25:28 • 2min
How to Talk to Your Clients About Estate Planning
27:19 • 2min
How to Plan for Success
29:29 • 2min
How to Have Successful Surge Meetings
31:13 • 2min


