The Perfect RIA podcast

Surge Meetings Can't Work [Episode 131]

11/15/2021
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If you’re like most financial advisors, you want to add value, do good work for your clients, and live a good life in the process. Unfortunately, having meetings scattered throughout your week makes it hard to get ahead of your other work. So if you’ve heard of surge meetings but don’t think this approach will work for you, make sure to tune in to this episode because Matthew and Micah will be discussing how to get over that way of thinking so you can implement this practice and create more time in your life for the things you actually want.

You can find show notes and more information by clicking here: https://bit.ly/3EhLWcO 

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