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

The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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The focus this month is on surge meetings because they are such a critical part of an office. Today Matthew and Micah talk about how they do surge differently in their respective offices. This is something that many people ask about, so grab your notes and listen in to hear how and why they differ in some key surge procedures and processes. You can find show notes and more information by clicking here: https://bit.ly/3Qbot3p