Download Stephanie Bogan's "7 Mindsets of Success" below, and check out "Implementing Client Meeting Surges To Boost Advisor Productivity And Systematize Client Value" to learn how adopting an alternative client meeting strategy – the ‘surge’ method – can dramatically boost advisor productivity, systematizing the client review meeting in a manner that delivers the same level of quality service (if not better) to their clients, while freeing up as many as several months of the year to focus on other aspects of their businesses (or personal lives!)!
