THE PERFECT RIA

What You'll Learn In Today's Episode:

  • The top myths from advisors about why surge doesn’t work for them.
  • Why you need to ease your way into surge.
  • Why moving to surge meetings requires training.
  • The importance of having a system in place for setting up surge meetings.
  • How to set expectations with your clients with moving to surge.
Table of Contents

If you’re new to skiing and it’s your first day on the bunny slope, would you move to a double diamond on day two? No way! The same idea goes for surge. You can’t go from zero meetings to thirty and expect that it’ll go well and that you won’t burn out. On today’s episode, Matt and Micah talk through some of the most common myths and illusions about surge and why you want to live your ideal practice now.

Ideas Worth Sharing:

‘Surge is a phenomenal way to add massive value to you and to your clients.’ - Micah Shilanski Share on X ‘The more you can streamline, the better your client experience will be.’ - Matthew Jarvis Share on X ‘Every single appointment is a performance, and you are robbing the client from that experience in getting value if you’re not ready for it.’ - Micah Shilanski Share on X

Resources In Today's Episode:

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