What You'll Learn In Today's Episode:

• There are two kinds of financial advisors: those who do surge and those who misunderstand it.
• Clients support your travel and schedule if you deliver massive value.
• Delivering value is the key component of a successful surge.
• Surge involves intentionally setting aside times for client meetings.
• Your business should be stable and consistent, not a source of excitement.
• Focusing on the client requires a system to guide the meeting.
• The conscious brain can only focus on one activity at a time.
• Checklists are essential for ensuring all details are covered in client meetings.
• Surround yourself with advisors who successfully implement surge.
• Taking action and refining processes is crucial for success.

In this episode, Matt and Micah discuss the concept of ‘Surge’ in financial advising, emphasizing the importance of delivering massive value to clients. They explore the logistics of scheduling client meetings, the benefits of focused interactions, and the necessity of having systems and checklists in place to enhance efficiency. The conversation highlights the significance of preparation and continuous refinement of processes to ensure a successful surge cycle, ultimately leading to better client relationships and business outcomes.

Resources In Today's Episode: