AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Words Matter
The Perfect RIA
Introduction
Jamie Scholensky: Financial advisors need to avoid filling up space with words that don't even matter. He says a time-blocked period in which you are hyper-focused on doing nothing but meeting with your clients is called "surge" The concept of surge can be implemented by any financial advisor, and it's not just for solo practitioners.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode