Click to Play

What You'll Learn In Today's Episode:

  • Prove Your Systems in Action: During a surge in business activity, it’s crucial to validate the effectiveness of the systems and strategies you’ve discussed and planned for during quieter times. 
  • Beware of Traps and Distractions: Don’t fall into the traps of assuming success is solely tied to factors like location, marketing, or investment performance. Avoid chasing shiny objects and focus on what truly adds value to your practice.
  • Business Planning is Key: Regular and structured business planning, especially on an annual basis, is a vital practice for improving and growing your business. 
  • Incorporate Real Numbers and Metrics: This data-driven approach ensures that your plans are realistic and achievable.
  • Accountability and Measurable Progress: Include activities in your business plan that you can control, and make sure they are integrated into your calendar. Hold yourself accountable for executing these activities and regularly measure your progress against the plan to make informed adjustments. 

It’s October, and Surge is in full swing, but Matt and Micah are sharing that Surge isn’t just about meeting clients—it’s a litmus test for their strategies and systems, and it’s a prime opportunity to validate existing systems and compile a wishlist for refining strategies for the next surge. 

They’re also calling out common traps advisors fall into around moving the needle and pushing your business forward. But if those traps are truly traps and only give you small advantages, then what is the true one thing that will help your practice improve? Listen in for the big reveal that will help you stay aligned with your personal and professional goals.

Resources In Today's Episode:

Recommended Podcast

How Your LLC Fails

Protecting your business.

See More

Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260]

Insights into practice valuations and options for growth.

See More

Overcoming Head Trash and Building Lucrative CPA Relationships

Building referral relationships and creating routines for your success.

See More

Contact Us