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.
Building trust through personal stories.
See MoreMatthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
See MoreJust keep doing what you’re doing
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