“I do two meetings a day. So 10 meetings a week for 10 weeks. So surge season is 10 weeks for each one. So 20 weeks and everything in that my surge is deliberate.”
NI
Nick Ibello
Financial Advisor Success ·
“I adopted the buzzword surge. So if you'd like, I'm happy to go into that, but I have two surge seasons, fall and spring, which are intentionally again devoted to fall and spring”
Nick Ibello · Financial Advisor Success · Optimizing A $160M AUM Solo Practice For Client Impact Over Scale with Nick Ibello
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6:09
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What was described
adopted a "surge" model with two 10-week meeting seasons each year (fall and spring) to focus on tax planning and Roth IRA contributions
Said nearby on the same subject
“We're contributing, you know, 600 bucks a month automatically to our Roth IRAs”
CG
Cody Garrett
ChooseFI | Financial Independence Podcast ·
“I onboard two relationships a year and they are at, they're in during non-surge season.”
NI
Nick Ibello
Financial Advisor Success ·
“We get together on live calls ... a few times a year, like New York this fall and Omaha every spring, we meet in person”
ML
Matt Ludmer
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network ·
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