The Perfect RIA The Perfect Surge Dates
Mar 21, 2024
Exploring Surge, a time-blocking strategy for advisors to optimize schedules and deliver value to clients. Jamie shares origins and evolution of Surge, along with a detailed surge schedule based on client needs and advisor efficiency. Discussions on fair compensation, time blocking, and strategic client meetings for financial advisors.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Efficient Time Blocking Strategies for Productivity
04:06 • 2min
Evolution and Implementation of Surge Dates for Financial Advisors
06:27 • 6min
Efficient Planning and Client Management Strategies for Financial Advisors
12:14 • 6min
Strategic Scheduling for Client Meetings
17:59 • 13min