The Perfect RIA

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

Aug 15, 2022
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Episode notes
1
Introduction
00:00 • 3min
2
Why Are We Doing It This Way?
02:39 • 2min
3
Do You Do Six Meetings a Day?
05:01 • 2min
4
What's the Difference?
07:06 • 3min
5
The Key Difference Between Your Surge and My Surgeon
09:39 • 2min
6
Getting Clients to Sit in the Lobby?
12:03 • 3min
7
The Gap in Time
15:25 • 3min
8
Taking Notes Digly on a Remarkable Pad
18:04 • 3min
9
Do You Need to Do Your Taxes Before You Leave the Office?
20:42 • 3min
10
Post Surge Meetings - What Do We Want to Do Differently Next Time?
23:19 • 2min
11
The Post Call Enables Clients to Answer Client Questions
25:22 • 2min
12
The Final Action Item for the Day
27:10 • 2min