• Encore Episode: Managing Value Adds In Surge

  • Oct 31 2024
  • Length: 24 mins
  • Podcast

Encore Episode: Managing Value Adds In Surge

Listen for free

View show details

  • Summary

  • In this episode, Jamie Shilanski explores the nuances of surge scheduling in financial planning, offering valuable insights for advisors looking to enhance their client engagement and team efficiency. She delves into the importance of well-crafted value adds, encouraging advisors to refresh these offerings regularly to maintain their impact. The discussion also highlights the benefits of post-surge debriefs as opportunities to identify areas for improvement and foster a culture of continuous growth. She illuminates the power of effective communication and the value of truly understanding client assets, showing how these skills can uncover new opportunities.

    Encore Episode: Managing Value Adds In Surge
    Show More Show Less
Show More Show Less

What listeners say about Encore Episode: Managing Value Adds In Surge

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.