Be Real.

Chaotic, sporadic, and distracted financial planning advice for clients. Emails, notifications, messages, phone calls, Slack, chat, YouTube, social media, podcasts, webinars… the gamification of each of these platforms are designed to do one thing: hijack your productivity. These platforms are designed to pull you in a million directions so that you feel you’re constantly missing something resulting in being stretched too thin to be everything to everyone.


It is entirely your fault.


Buzzing, beeping, chiming, dinging – you can’t wait to respond to sounds of Mediocrity. You know that everything we are talking about here is one giant attention trap you are falling for. Are you ready to do something about it?

What is Surge Scheduling?

Surge Scheduling is focused, deep work that liberates Financial Advisors and Delivers Massive Value to your clients.


Surge Scheduling will allow you to be a better:


  • Financial Advisor
  • Parent
  • Spouse
  • Person

Setting up a Surge Schedule for your office is the most powerful step you can immediately take to increase your effectiveness while being 100% intentional in providing the best value possible.

Why Surge Scheduling Matters

The entire financial planning industry is abuzz with Matt and Micah’s recommendation to mirror their offices and incorporate “Surge Scheduling” into their practices.

Professional activity performed in a state of distraction-free concentration that pushes your cognitive capabilities to their limit. These efforts create new value, improve your skill, and are hard to replicate.
– Cal Newport
Incorporating Surge Scheduling as a Financial Advisor allows you to provide advice – advice that we all know is critical to a person’s long-term wealth – when you are at your peak ability to do so.

Enroll Now $997 one-time payment

Are you the person that you wanted to be?

It is not too late to realize all of the joy, happiness, and freedom that you thought starting a financial advisor practice would offer you. Too many Financial Advisors think that the only way they can justify their fees is by being compulsory in their work. They’re addicted to thinking that they have to be working 12, 14, 16 hours a day – 80+ hours a week.

“Always working” is making you a lousy Financial Advisor, spouse, parent, and person.

You can change this by implementing Surge Scheduling. Run your ideal practice without neglecting your family, spend significant time unplugged from your office without sacrificing business growth or client happiness.

Time Is What We Want Most and Focus On the Least

You can’t own time, but you can choose how you spend it.

That is why implementing a successful Surge cycle is the most critical step that Financial Advisors can take to reclaim their lives. Learning how to implement Surge Scheduling in your office will allow you to Deliver Massive Value, spend more time out of the office with the people you love, and be highly profitable.

But not if you waste it.

Like what you’re doing now… by not signing up for the Surge Masterclass hosted by Benjamin Brandt CFP®. Once you have lost time, you will never get it back. We will teach you how to reclaim time, focus and excellence in our Surge Masterclass.

“If I am not at the helm, we will steer off course.”

Are you a victim of thinking in order for your office to function you need to be the first to arrive, the last to leave? Do you worry if you do not instantly respond to a client’s needs in a world of robo-advisers and Investopedia, you will have no more clients to respond to? This self-induced pressure that Financial Advisors impose on themselves – and it is entirely our own doing – is what leads to obesity, drinking problems, stress, relationship fatigue, and the regret of having missed your kids growing up.

You are not the Captain of a Ship - you are the Commander of a Fleet.

You do not have to always be available to your clients, your office or your team members. You need to be involved in providing financial planning advice and road mapping paths towards financial success and security for your clients. What you need to do is remember the person you fell in love with and took vows to honor and cherish. You need to ask yourself, am I the spouse that I wanted to be? Am I spending enough quality time with them? What you need to do is look at your kids and ask yourself, is the person you are showing them the role model you envisioned? Do you want them to feel the constant pressure that they have to be everything to everyone? Do you want them to constantly stretch too thin to be great? You need to look at who you are as a person and decide, is this my best? Am I in the shape that I want to be in? Am I spending enough time devoted to my faith? Am I spending enough time bettering my community and representing the change I want to be?

In our Masterclass with Benjamin Brandt, CFP® we will walk you through setting up Surge Scheduling for client meetings that work for your desired lifestyle.


We will teach you how to implement a Surge Schedule that Delivers Massive Value to your clients, allows you to spend more time out of the office with the people you love, and be highly profitable.

How to Start Surge Scheduling

Don’t just willy-nilly this. That would be chaos. We are trying to get you AWAY from chaos, not open the door right to it. You need to learn from Financial Advisors who have SUCCESSFULLY implemented Surge scheduling into their practices. More so, you need to learn from their MISTAKES.

In our Masterclass on Surge Scheduling, Benjamin Brandt, a Certified Financial Planner™ and Founder/President of Capital City Wealth Management, will walk you through exactly what you need to do to achieve Surge Scheduling success. This is the class that you cannot afford to miss this year. We make this so simple that ANYONE can implement it immediately and see results instantly.

We are going to ask you to define some key factors:

How many vacation days did you take in 2020?

How many vacation days did you take in 2021?

How many clients do you have?

How frequently do you meet with clients?

How long are your appointments normally?

What on earth are you doing with the rest of your time??

Double your revenue AND reduce the time you spend in the office by 50% or more.

You heard us. Double your revenue and spend half of the time working to generate that wealth.

If you want to achieve excellence in all aspects of your life you have to learn how to Surge Schedule so that you can become a better:


  • Financial Advisor: deep, cognitively focused work.
  • Husband / Wife: intentional time with the person you vowed to love.
  • Parent: be the person you want your kids to grow up and become.
  • Disciple: focus on your faith and spiritual growth.
  • Person: philanthropy, fitness, health, education.

You have to be so focused, deliberate, and intentional about your time that excellence finds you.

About Benjamin Brandt

Benjamin Brandt is a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, North Dakota fee-only financial planning company. He is also the host of the popular podcast Retirement Starts Today Radio and the accompanying blog.


  • 40 under 40 by Investment News
  • #9 Most influential advisor in the country by Investopedia (2021)
  • Work roughly 20 hours/week when in the office, AND take off over 100 days per year (plus weekends), while running a highly profitable practice (65% EBOC) all while hand-on parenting six energetic children.
  • $100M in assets by his 40th birthday
  • #2 retirement podcast 40-50K downloads/month (>7k downloads/episode)


The first 25 clients will receive four office hours of group coaching calls.