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.

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.

Resources In Today's Episode:

Recommended Podcast

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

Understanding Annuities and the Characteristics of Successful Leaders

Training in the annuity space and discipline for success.

See More

Contact Us