THE PERFECT RIA |Masterclass - Cart Page

What is Surge? Surge appointments are a proven system that empowers you to Deliver Massive Value, proactively, by meeting with your clients during important planning times of the year.

The Surge Masterclass is designed to help you Deliver Massive Value while at the same time keeping your work-life balance. There are 5 modules that will help you understand what Surge is, prepare you for the Surge, and help you successfully run the Surge meetings. It will show what you need to complete before and after Surge, providing you with all the necessary materials, templates and resources.

No longer do you have to choose between your two passions: Your business or your family. Implementing Surge using our proven systems, scripts, and toolkits will allow you to live a life of balance and abundance.

ENROLL TODAY FOR

$997

One-time payment. Life-time access

Module #1 What is a Surge?

Module #2 Pre-Surge Prep

Module #3 Surge Meetings (Game Day!)

Module #4 Post Surge & Recovery

Module #5 Materials, Templates and Resources

Benjamin Brandt is a Certified Financial Planner™ and Founder/President of Capital City Wealth Management, an RIA in Bismarck, North Dakota. He is also the host of the popular podcast Retirement Starts Today Radio. He has been part of the TPR Nation since Episode #1 and together with Steven Jarvis, CPA, recently started the Retirement Tax Podcast where they help retired listeners “sand the rough edges” off their largest bill - their federal income tax.

Recently, Benjamin was named as one of the top 40 financial advisors under age 40 by Investment News, as well as ranked the #9 most influential Financial Advisors in the country according to Investopedia.

Benjamin is also an Iraqi combat veteran having served in the North Dakota Army National Guard, including a 15 month deployment to Iraq in 2003. You may have seen Benjamin featured in The Huffington Post, CNBC.com, Forbes, Business Insider, and many others.

Benjamin's Guarantee Refund - If after 1 year post implementing everything from the masterclass you didn't manage to get at least 30 days off during the year, we will schedule a 30 minute 1:1 Zoom call with you and Benjamin to discuss your results. If you are still not satisfied we will refund half of the cost of the course. Reason? Half of the responsibility is ours, but the other half is up to you!

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