Podcast Episodes

Follow Up Friday - A Tale Of Two Surges - Matthew and Micah's Surge Comparison

Season 2

The differences in how Matt and Micah run surge.

https://bit.ly/3PkN18A 

Published on 3 years, 4 months ago

Worlds To Conquer - Managing Value Adds In Surge

Season 2

The importance of figuring out your value adds.

https://bit.ly/3wl7kwn 

Published on 3 years, 4 months ago

What Works Wednesday With Guest Rich Chen

Season 2

When starting and then running your own practice, it is essential that you seek legal advice to ensure everything is done correctly. Having an attorney you can comfortably rely on allows you successf…

Published on 3 years, 4 months ago

A Tale of Two Surges - Matthew and Micah's Surge Comparison [Episode 165]

Season 2 Episode 165

The focus this month is on surge meetings because they are such a critical part of an office. Today Matthew and Micah talk about how they do surge differently in their respective offices. This is som…

Published on 3 years, 4 months ago

Follow Up Friday - Surge Meeting Mistakes

Season 2

What to avoid when planning surge.

https://bit.ly/3QotMfm 

Published on 3 years, 4 months ago

Worlds To Conquer - Calendaring Surge

Season 2

What to know about running surge.

https://bit.ly/3Jt1eiw 

Published on 3 years, 4 months ago

What Works Wednesday with Guests Steven Jarvis and Leila Shaver

Season 2

As financial advisors, we are generally not qualified to give tax or legal advice when helping our clients. However, these are both important steps in the financial planning process. So, what advice …

Published on 3 years, 4 months ago

Surge Meeting Mistakes [Episode 164]

Season 2 Episode 164

If you jump headfirst into the pool of surge meetings, you're going to hit your head! This week, Matthew and Micah tackle the topic of surge meetings and share the common mistakes they see people mak…

Published on 3 years, 4 months ago

Follow Up Friday - Estate Planning and Fall Surge

Season 2

How traveling and being out of the office is like cruise control on a car, dealbreakers, and more.

https://bit.ly/3OQfWRK 

Published on 3 years, 4 months ago

What Works Wednesday with Guest Alan Moore

Season 2

Entrepreneurship and building a business can be a long, hard and lonely journey. Many advisors want to learn what they need to do in order to be the best advisors for their clients, while others want…

Published on 3 years, 4 months ago