What You'll Learn In Today's Episode:

• Separate essential meeting preparation from optional work and explain why each task matters.
• Build visible reminders into your workflow so required paperwork gets completed.
• Use role-playing and meeting observation to show your team how their work affects clients.
• Connect client successes to specific team contributions to reinforce the value of their work.
• Capture improvement ideas during Surge and review them afterward before changing established systems.
• Ask your team what you do that makes their jobs harder and act on the feedback.

In this episode, Matthew and Micah examine how advisors unintentionally make their teams’ jobs harder, especially during Surge meetings. They explain why requesting paperwork and then ignoring it undermines morale, and why clear systems work better than relying on willpower. From separating essential tasks from optional preparation to putting signature pages where they cannot be missed, they share ways to make follow-through easier. Matthew and Micah also discuss helping team members understand how their work benefits clients through role-playing, meeting observation, and specific recognition. They close with practical ideas for collecting improvements during Surge, reviewing them afterward, and asking your team what you are doing that makes their work harder.