Client Meeting Surges

A hyper-efficient strategy to streamline
and systematize your client review meetings

Learn from our experts, Stephanie Bogan,

Adam Cmejla & Tanya Nichols on how to deliver

massive value to clients while gaining back

the time and freedom you need to grow

your practice and enjoy life on your terms.

A hyper-efficient strategy to streamline and systematize your client review meetings

On-demand webinar series with

bonus live office hours call

presented by Limitless Adviser

An On-Demand Instructional Video series that explains the Client Meeting Surges concept and walks you through implementation.
• Video Lesson 1: Introduction to Client Surge Meetings: Join industry leader Stephanie Bogan and Limitless Advisers Adam Cmejla and Tanya Nichols to learn best practices for shifting your client review meetings into client meeting surges.
• Video Lesson 2: Implementing Client Surge Meetings: Stephanie and Limitless Advisers are joined by their team members to take you step-by-step, from introducing client meeting surges to your clients to integrating it as a part of your annual calendar.

Access tools and resources including calendars, scripts and workflow documents to help you implement this strategy into your practice.

Watch the replay of the Live Office Hour with Stephanie Bogan and the Limitless team. Hear adviser questions answered and receive tried and true tips to ensure your success!