THE PERFECT RIA
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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.
Table of Contents

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.

Ideas Worth Sharing:

‘If you can get one good idea from a conference and implement that then you’re going to end up so much better off.’ - John Mason Share on X ‘We do really believe in those virtual surge meetings.’ - John Mason Share on X ‘I don’t think we had any negative feedback when we switched from doing reviews throughout the year to compressing them.’ John Mason Share on X

Resources In Today's Episode:

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