Surge
Practical playbook for planning, running, and continuously improving focused client-meeting cycles.
5 articles
- Creating Surge with SurgeTKCreating a Surge, configuring Value Adds, validating households, and preparing advisor packets—step by step inside SurgeTK.
- Surge Fundamentals & Calendar DesignWhat Surge is, why it works, and exactly how to structure a realistic, time-blocked calendar that fits your firm.
- Running a Surge Cycle: Prep, Meetings, and Between‑Meeting WorkflowStep-by-step procedures for pre-Surge prep, day-of execution, and the 15-minute post-meeting dictation handoff.
- Improving Surge: KPIs, Debriefs, and the Readiness LadderMeasure what matters, run tight debriefs, and improve each cycle without overwhelming your team.
- Preparing for Surge - Advisor TrainingFall Surge Advisor Training Session