Click to Play

What You'll Learn In Today's Episode:

  • How John implemented a surge process that works for his firm.
  • Why you shouldn’t wait for something to be perfect before you take action.
  • How surge can help during transitions in your business.
  • How John sets expectations with his clients.
  • John’s surge schedule and how he’s made almost all meetings virtual.

What If You Can Transform Your Practice In 12 Months?

Make the first step and apply for your FREE Business Growth Session!

Apply Now!

When implementing surge, it’s important to be intentional about your time and schedule, and understand what you’re solving for. On today’s episode, Matt is joined by John Mason from Mason and Associates in Newport News, VA. John will share how surge has worked in his practice, which his firm calls strategic planning meeting season, and how he has created a successful process that benefits his clients, including having almost all meetings as a virtual session.

Resources In Today's Episode:

Recommended Podcast

From Struggle to Seven Figures: Aaron Schmerling’s Journey

I need to keep moving forward

See More

Encore Episode: When Value Adds Go Wrong

Why you need to have clear timelines

See More

The Future of Financial Advisory Practices With Scott DiGiammarino

The risk of waiting is significant

See More

Contact Us