What You'll Learn In Today's Episode:

– The importance of setting the correct expectations
– Why you don’t want to be answering the phone.
– The value of timing.
– The exact script that Micah uses to set expectations and prepare new clients for surge.
– The process of success and how to explain that to clients in a way that sheds light on your value.
– What a client communication policy is.
– Where advisors often miss a critical opportunity.

If you’re new to surge or you have a client who has not yet experienced surge, how do you manage expectations? Telling a prospect that they can’t see you for 6 months could cause mutiny, so it’s important to clearly communicate your framework and what they can expect. Matthew and Micah dive into this dilemma today and share insight into how you can plan, prepare, and ultimately deliver incredible value to clients in a new-to-surge situation.

Listen in to get step-by-step information on how to start setting the right expectations from the very beginning. Rather than running off prospects with long wait times and frustration, you’ll learn how you can set them up for success while still making time for your own life and family along the way.

Resources In Today's Episode: