What Works Wednesday - Creating A Surge Process That Works For You With John Mason
The Perfect RIA · The Perfect RIA
February 22, 202320m 48s
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Show Notes
When implementing surge, it's important to be intentional about your time and schedule, and understand what you're solving for. On today's episode, Matt is joined by John Mason from Mason and Associates in Newport News, VA. John will share how surge has worked in his practice, which his firm calls strategic planning meeting season, and how he has created a successful process that benefits his clients, including having almost all meetings as a virtual session.