How Surge Works For New Relationships And Clients [Episode 167]
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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If you’re new to surge or you have a client who has not yet experienced surge, how do you manage expectations? Telling a prospect that they can’t see you for 6 months could cause mutiny, so it’s important to clearly communicate your framework and what they can expect. Matthew and Micah dive into this dilemma today and share insight into how you can plan, prepare, and ultimately deliver incredible value to clients in a new-to-surge situation. You can find show notes and more information by clicking here: https://bit.ly/3plFCLT