Podcast Episodes

What Works Wednesday With Brendan Frazier

Season 2

As an advisor, if you don't have the behavioral part of financial planning dialed in, nothing else will matter. This aspect of financial planning comes down to good communication and a deep understan…

Published on 3 years, 3 months ago

Running An Effective Team When You're Out Of The Office [Episode 168]

Season 2 Episode 168

If nothing gets done when you leave the office, is it because you don't have a rockstar—or is it because you suck as a leader? In this episode, Matthew and Micah are joined by their partner and chief…

Published on 3 years, 3 months ago

Follow Up Friday - How Surge Works For New Relationships And Clients

Season 2

Recapping this week's episodes and action items to implement right away.

https://bit.ly/3PO66QR 

Published on 3 years, 4 months ago

Worlds To Conquer - When I Surge, You Surge, We Surge

Season 2

How surge works with family units and dynamics.

https://bit.ly/3KltNz3 

Published on 3 years, 4 months ago

What Works Wednesday with Aaron Walker

Season 2

We all have goals and desires, but which objectives are musts in your life? The pursuits we choose to invest time in are a reflection of our standards, and so are the people we surround ourselves wit…

Published on 3 years, 4 months ago

How Surge Works For New Relationships And Clients [Episode 167]

Season 2 Episode 167

If you're new to surge or you have a client who has not yet experienced surge, how do you manage expectations? Telling a prospect that they can't see you for 6 months could cause mutiny, so it's impo…

Published on 3 years, 4 months ago

Follow Up Friday - The Challenge! Who Delivers More Value?

Season 2

Action items from this week's episodes.

https://bit.ly/3pPdGjX 

Published on 3 years, 4 months ago

Worlds To Conquer - Tips And Tricks For A Harmonious Surge

Season 2

How to make surge as efficient as possible.

https://bit.ly/3dLgmMk 

Published on 3 years, 4 months ago

What Works Wednesday with Guest Jeff Rattiner

Season 2

The CFP® designation has been the standard of excellence for financial planners for decades—and it's easy to see why. The highest designation in financial planning, combined with the commitment to hi…

Published on 3 years, 4 months ago

The Challenge! Who Delivers More Value? [Episode 166]

Season 2 Episode 166

Is discounted service really a value? Matthew and Micah are diving into the world of discounted service vs. massive value, and the hypothetical fists are flying. Matthew put together a challenge betw…

Published on 3 years, 4 months ago