What You'll Learn In Today's Episode:

  • Surge is a time-blocking strategy that allows financial advisors to optimize their schedules and deliver value to clients.
  • Start small with Surge and gradually increase the number of appointments to build endurance.
  • Implement a surge schedule that aligns with your clients’ needs and your business’s natural flow.
  • Commitment and discipline are essential for the successful implementation of Surge.

In this episode, Jamie discusses the concept and implementation of Surge, as well as when is the most appropriate time for Surge meetings. Surge is a time-blocking strategy that allows advisors to optimize their schedules and deliver value to clients. Jamie shares the origins of Surge and how it has evolved over the years within their office. She’s also sharing a detailed surge schedule that includes specific months for surge periods based on when it works best for the client and allows them to be at their best.

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