Podknife - What Works Wednesday - Creating A Surge Process That Works For You With John Mason by The Perfect RIA

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What Works Wednesday - Creating A Surge Process That Works For You With John Mason

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Feb 22, 2023
Episode Duration |: 00:20:48

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.

http://bit.ly/3Yaiik5

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