The Perfect RIA

Did Surge Abandon You? [Episode 204]


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If you’re new to skiing and it’s your first day on the bunny slope, would you move to a double diamond on day two? No way! The same idea goes for surge. You can’t go from zero meetings to thirty and expect that it’ll go well and that you won’t burn out. On today’s episode, Matt and Micah talk through some of the most common myths and illusions about surge and why you want to live your ideal practice now.

https://theperfectria.com/podcast/204

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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