The Elite Financial Advisor Podcast With Sten Morgan 167 Surge: Create business & free time
Feb 7, 2025
42:10
Download the free Surge Guide and checklist:
To get your Surge Meeting Guide and Checklist:
- Log into or open a free account at EANcommunity.com
- Go to the Community Forum space
- Don’t see it at the top of the forum? Search “Surge Guide”
Visit our interview with Matt Jarvis, who has taught thousands of advisors how to implement surge meetings.
https://open.spotify.com/episode/2LYLsKGqAtiCjTozvMX7Yr?si=Br5QzaoTRQWV0e712NWMTQ
- Dedicating specific periods to focused tasks like client meetings, prospecting, and personal time off can revolutionize your practice.
- Client Segmentation: Tailor your interactions by categorizing clients based on their needs, ensuring each one gets the attention they deserve.
- Meeting Strategies: Find out how to structure your meetings for maximum impact, whether in-person or virtual.
- Practical Tools: Get tips on using Trello, Calendly, and Otter to streamline your workflow and keep track of tasks.
Multitasking Myth: Multitasking can reduce productivity by up to 40%?
Client Reactions: Are you worried about how clients will react to structured meeting times? We share real-life experiences that show clients often appreciate the organization.
Proactive Planning: Discover the benefits of preparing for surge periods, from reviewing client files in advance to setting clear expectations with your team.
Download the Surge Guide at:
Community Forum Space