Description

Download the free Surge Guide and checklist:

To get your Surge Meeting Guide and Checklist:

1. Log into or open a free account at EANcommunity.com 
2. Go to the Community Forum space
3. Don’t see it at the top of the forum? Search “Surge Guide”

http://www.EANcommunity.com

Visit our interview with Matt Jarvis, who has taught thousands of advisors how to implement surge meetings. 

https://open.spotify.com/episode/2LYLsKGqAtiCjTozvMX7Yr?si=Br5QzaoTRQWV0e712NWMTQ

• Dedicating specific periods to focused tasks like client meetings, prospecting, and personal time off can revolutionize your practice.
• Client Segmentation: Tailor your interactions by categorizing clients based on their needs, ensuring each one gets the attention they deserve.
• Meeting Strategies: Find out how to structure your meetings for maximum impact, whether in-person or virtual.
• Practical Tools: Get tips on using Trello, Calendly, and Otter to streamline your workflow and keep track of tasks.

Multitasking Myth: Multitasking can reduce productivity by up to 40%? 

Client Reactions: Are you worried about how clients will react to structured meeting times? We share real-life experiences that show clients often appreciate the organization.

Proactive Planning: Discover the benefits of preparing for surge periods, from reviewing client files in advance to setting clear expectations with your team.

Download the Surge Guide at:

http://www.EANcommunity.com

Community Forum Space