THE PERFECT RIA
Click to Play

What You'll Learn In Today's Episode:

  • When Micah dedicates time to business planning.
  • Why you need to think about your maximum effectiveness.
  • That’s it’s easy to have a victim mindset.
  • Some of the misconceptions surrounding surge.
  • How to calculate your time spent in front of clients.
  • How streamlining your practice allows you to have more time when emergencies arise.
Table of Contents

We all have the same 24 hours in a day, but what sets up the good from the great is how that time is used. This is where surge meetings come into play and give you a way to be hyper-intentional while delivering massive value to your clients. On today’s episode, Matt and Micah push back on some of the reasons why other advisors claim they can’t implement surge meetings and why a lot of that is just head trash.

Listen in as they talk about how there’s always room for improvement in surge meetings and processes along with the benefits of surge for you as well as for your clients, and that surge isn’t a competition; it’s about doing what works.

Ideas Worth Sharing:

‘It’s being hyper intentional about what type of life you are trying to create and how do I do it with maximum effectiveness of not only time but value to my clients’ - Micah Shilanski Share on X ‘When you get focused on the can’t, that’s all you see in life.’ - Matthew Jarvis Share on X ‘We are focused on being hyper intentional about delivering value and making sure we have the lifestyle we’re trying to create; that’s what surge allows us to do.’ - Micah Shilanski Share on X

Resources In Today's Episode:

Recommended Podcast

Dodging IRA Disasters and Fostering Team Synergy

Tax planning mistakes and team communication.

See More

Employees: Following Up or Nagging? Is There a Difference?

The need for consistent and respectful follow-up

See More

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

Why intentional tax planning is necessary.

See More

Contact Us