Click to Play

What You'll Learn In Today's Episode:

  • How to make that transition from surge to doing something else.
  • Why buffer weeks are necessary to help you move to the next thing you focus on.
  • Why you need to create a perfect calendar for your time with your family.
  • By fear setting with your team, you can validate and create action for when you’re out of the office.
  • You need to have a scheduled check-in time when you’re away from the office but not off the grid.

Surge is a high-intensity time for you – tons of client meetings, early mornings, and the constant need to be ‘on.’ But what about after surge? On today’s episode, Matt and Micah talk about how once surge ends, it’s time to move into that next piece – whether it’s family time, personal time, or another project. But how do you make that transition, and how does your team handle you being away from the office? Listen in as the guys share their recommendations for shifting gears, being present with your family, and empowering your team to handle situations while you’re gone.

Resources In Today's Episode:

Recommended Podcast

The Shift from Cash Flow to Wealth with John Poole

It’s just math, not smoke and mirrors.

See More

Navigating the Future of Financial Planning With Seth Streeter [Episode 330]

What is your job as an advisor?

See More

Encore Episode: Bringing A New Advisor Into Your Firm With Matthew Daugherty

Creating a process of success in bringing on a new advisor.

See More

Contact Us