Surge Meetings: How to Get Hyper-Focused, Systematic, and Sanely Productive

from Unfiltered and Unstoppable · host Rob Romesburg

Learn how surge meetings can transform chaos into clarity. Paladin Financial’s Nikki Foley shares her team’s system for batching reviews, boosting productivity, and gathering millions in AUM. #FinancialAdvisors #PracticeManagement #Productivity #ClientExperience #SurgeMeetings

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This episode was published on October 4, 2025.

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