Would you run a marathon the day you decide to start running? If not, then you’ll understand that jumping from zero surge meetings to 30 in a week is not a recipe for success. Are you interested in content marketing and using social media to gain clients? What are you doing to prepare for presentations that are in less-than-ideal conditions? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Did Surge Abandon You? [Episode 204]

Content Marketing With Guest Dave Zoller

Amateur Hour

Recommended Podcast

Revolutionizing Financial Planning with Sam Flatten

Demonstrate the value you’re providing

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Fees Are Never The Issue  [Episode 356]

Focus your conversations on value

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The Power of Partnership in Financial Advisory With Michael Belluomini and Liam Heffernan 

We don’t invest in projects

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