
The Perfect RIA A Tale of Two Surges - Matthew and Micah's Surge Comparison [Episode 165]
Aug 15, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 3min
Why Are We Doing It This Way?
02:39 • 2min
Do You Do Six Meetings a Day?
05:01 • 2min
What's the Difference?
07:06 • 3min
The Key Difference Between Your Surge and My Surgeon
09:39 • 2min
Getting Clients to Sit in the Lobby?
12:03 • 3min
The Gap in Time
15:25 • 3min
Taking Notes Digly on a Remarkable Pad
18:04 • 3min
Do You Need to Do Your Taxes Before You Leave the Office?
20:42 • 3min
Post Surge Meetings - What Do We Want to Do Differently Next Time?
23:19 • 2min
The Post Call Enables Clients to Answer Client Questions
25:22 • 2min
The Final Action Item for the Day
27:10 • 2min
