
Sign up to save your podcasts
Or


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
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
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

137 Listeners

807 Listeners

194 Listeners

285 Listeners

676 Listeners

2,028 Listeners

2,117 Listeners

918 Listeners

244 Listeners

114 Listeners

338 Listeners

129 Listeners

134 Listeners

48 Listeners

151 Listeners