@Steph_Bogan@jbrendanfrazier This seems like the opposite of surging but it is intentional. I wonder how it would actually function, maybe if various members of the team could be introduced and take different parts of the day. And how much other work would get done by the team on these days. Interesting.
@Steph_Bogan @reeseharpercfp Provide what's best for the client. Insurance, fee-based, brokerage, a referral,whatever it is.... Anything else is just politics and posturing.