THE PERFECT RIA
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What You'll Learn In Today's Episode:

  • That surge is about being hyper-intentional with your time.
  • The work required outside of surge to make surge a positive and valuable experience for everyone.
  • Why you should never implement anything new during surge.
  • The importance of having a full dress rehearsal before an actual client meeting.
  • That you are not responsible for fixing your client’s spending or overspending.
Table of Contents

With Spring Surge around the corner, what are you doing to prepare now so that you are creating an incredible meeting experience for your clients? On this episode, Matt and Micah explain the concept of surge and how it’s about being intentional and providing the most value to your clients. They’ll share the importance of your team’s involvement and getting them on board.

For advisors who have been implementing surge, Matt and Micah will also discuss ways to level up to continue to improve your surge meetings. Listen in as they talk about some of the head trash that they still deal with and the best way to start your client meetings.

Ideas Worth Sharing:

‘Getting your team on board is a huge element in surge.’ - Micah Shilanski Share on X ‘Don’t waste that opportunity to set expectations, to get the client excited for the meeting.’ - Matthew Jarvis Share on X ‘Surge is a concept which we’re going to condense seeing all of your clients in the next 6 months within the next 4 to 5 weeks.’ - Micah Shilanski Share on X

Resources In Today's Episode:

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