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Announcing the surge meeting system
Most Financial Advisors Accidentally Create a Job Instead of a Business
-
Surge Is How You Take
Your Calendar Back
Discover the Surge Meeting System Matthew Jarvis and Micah Shilanski use
to serve every client without living in constant back-to-back meetings.
What If You Could Run Client Meetings in a Way That Actually Made Your Practice Better?
Dear Advisor,
Let’s be honest about how most advisory practices run.
A client calls. You find a spot. Another client calls. You squeeze another meeting in. Before long, your calendar is scattered across days and weeks. And every meeting feels like starting over, reopening files, re-learning situations, and re-preparing conversations.
That was us.
We were missing kids’ games.
Working odd hours.
Constantly feeling behind.
And we told ourselves that was just the job.
Until we started experimenting with something different.
At first, it didn’t work.
We tried batching meetings. It broke.
We tried again. Still didn’t work.
But eventually, we built a system around it.
And everything changed.
We started freeing up entire weeks at a time.
Meeting prep dropped from nearly an hour to just minutes.
And instead of reacting all day, we were actually running our practices.
We were able to spend more time with our families.
Serve our clients better.
And finally feel in control of our calendar again.
Then we started sharing this with other advisors.
They came back with the same results.
And now, we’re sharing it with you.
This isn’t theory. These are the real shifts advisors see:
4 to 8+ weeks of calendar time freed up every year
Going from scattered meetings to 2–3 focused surge cycles
Meeting prep reduced from 30–45 minutes to 5–10 minutes
More consistent, higher-quality client conversations
More capacity for growth, without adding hours
Because the problem was never effort.
It was structure.
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
What Other Advisors Have Said About Their Experience!
You’re Not Getting a Course.
You’re Getting The Surge Meeting System
Why Surge Will Change Your Life
Surge isn’t just another scheduling trick - it’s a complete transformation of how you run your practice and live your life. Most advisors are trapped in a reactive cycle, always putting out fires, always tied to their phone, and always trying to “fit in” client meetings wherever they can.
Surge changes that. By stacking intentional, focused client meeting blocks, you’ll deliver more value, have more time off, and finally create a practice that works for you instead of the other way around.
Building the Math Behind Your Surge
Surge only works when you build it with intention.
Here, we’ll walk through the math of Surge so you can clearly see how many meetings, how many weeks, and how many hours you really need to serve your clients at the highest level.
When you do this right, you’ll go from feeling like you’re always “on call” to having specific, focused seasons for client meetings, and wide-open space for growth, systems, and your personal life.
Team Training & Communication Strategy
Surge will only succeed if your team is fully on board. This module is about training your team to handle client calls, scheduling, and communication without chaos.
We’ll share our three-level communication system so clients always feel taken care of while protecting your time and your team’s focus. You’ll also learn how to position Surge to your team so they see it as a win, not just “one more thing to do.”
When your team is aligned, your client experience improves dramatically, and you stop being the bottleneck in your practice.
Easing Into Surge Without Breaking Your Practice
You don’t go from scattered meetings to full Surge overnight, and you shouldn’t. In this module, we’ll walk you through how to transition into Surge step-by-step so you don’t overwhelm yourself, your team, or your clients.
You’ll learn how to introduce limited changes, like starting with no Monday or Friday meetings, and then gradually moving to condensed meeting blocks.
We’ll also share strategies to handle pushback, both from clients and your team, while building buy-in for this new way of working.
Prepping for Surge Like a Pro
The secret to Surge success is preparation.
When you walk into a client meeting, you need to be fully ready; no scrambling for forms, no fumbling for answers. In this module, we’ll cover how to create repeatable systems for prepping client files, setting up meeting agendas, and ensuring every detail is perfect before Surge even begins.
We’ll show you how to build prep checklists, organize data, and even role-play client meetings so that when Surge kicks off, you’re confident, calm, and focused on delivering massive value.
Running Surge: The Daily Rhythm and Ritual
Surge days are intense, and they should be.
This module is all about the daily rhythm that keeps you energized, focused, and delivering top-tier meetings from your first client of the day to your last.
We’ll share our morning success rituals, tips for staying on schedule, and strategies for managing the natural fatigue that comes with back-to-back meetings. You’ll also learn how to structure the client experience so every meeting is consistent, valuable, and professional.
Wrapping Up Surge and Measuring Success
You’ve run your Surge - now it’s time to close it out with intention.
In this final module, we’ll cover how to debrief with your team, review what worked and what didn’t, and set up systems for continuous improvement.
We’ll also talk about how to measure success, not just in terms of revenue or hours saved, but in the quality of your client relationships, the growth of your team, and the freedom you’ve created for yourself.
This is where you cement Surge as a permanent, powerful part of your practice.
Plus, every module comes with practical tools and templates to help you actually implement Surge, including:
Surge Calendar Framework
Internal Client Communication Policy
Pre-Appointment Checklist
Client Homework Sheet Example
Client Meeting Checklist
Post-Surge Team Meeting Agenda
Because knowing about Surge isn’t the goal — running it is.
It’s All Here - But Only If You Move Now
When advisors implement Surge, they stop reacting to scattered meetings and start running a more intentional practice.
Meetings get sharper.
Preparation gets faster.
Client conversations improve.
And your calendar finally starts opening up.
That means more room for planning, more room for growth, and more room to run the kind of practice you actually want.
For a limited time, you can get The Surge Meeting System Masterclass for just $297.
After Friday, April 3 at midnight PST, the price returns to $797.
Still Not Sure?
Here’s What Real Advisors Are Saying...
By investing in the Surge Meeting System for just $297, you’re getting the exact system
Matthew and Micah use to run their calendars, deliver better client meetings,
and create real space in their practices.
This isn’t theory. It’s a proven way to take control of your time and
run a more intentional advisory business.
When You Enroll Today, You Get Access To The Entire Surge Meeting System
Here's what you get:
Module 1: Why Surge Will Change Your Life
Module 2: Building the Math Behind Your Surge
Module 3: Team Training & Communication Strategy
Module 4: Easing Into Surge Without Breaking Your Practice
Module 5: Prepping for Surge Like a Pro
Module 6: Running Surge: The Daily Rhythm and Ritual
Module 7: Wrapping Up Surge and Measuring Success
Plus, you’ll get the exact tools and templates to implement Surge immediately:
✔ Surge Calendar Framework
✔ Internal Client Communication Policy
✔ Pre-Appointment Checklist
✔ Client Homework Sheet Example
✔ Client Meeting Checklist
✔ Post-Surge Team Meeting Agenda
Total value: $797
Today Just $297
This is the complete system Matthew Jarvis and Micah Shilanski use to structure meetings, protect their calendars, and create more space for growth.
So...What's The Catch...?
We get it.
A complete system to redesign your calendar, improve meetings, and create more time, from advisors who actually use it?
Sounds too simple.
But here’s the truth:
1. This is how we actually run our practices.
2. Most advisors overcomplicate this, we don’t.
3. We know what happens when you implement it.
4. This isn’t about working less, it’s about working right.
We’re not adding noise, we’re showing what works.
No fluff.
No theory.
Just a better way to run your calendar.
Why Time Is Of The Essence...
This isn’t a gimmick.
This is a real shift in how you run your practice.
Every month you stay in the current model is another month of:
• Scattered meetings
• Constant interruptions
• Lost time
Right now, you can get The Surge Meeting System for $297.
After Friday, April 3 at midnight (PST), it goes back to $797.
The sooner you start, the sooner your calendar changes.
"Do you have a guarantee?"
Yes. 30-Day “No Regrets” Guarantee
Go through the Surge Meeting System Masterclass, review the training, and see how the system works.
If within 30 days you do not believe it is worth what you paid, let us know and we will refund your purchase.
Simple. Clear. No games.
If you do not want to offer refunds, remove the section entirely.
But do not leave the current Growth guarantee there.
How Can We Offer Such a Powerful Guarantee?
Because Surge works when advisors actually implement it.
This is not theory. It is not a random productivity trick. It is a practical system for structuring meetings, improving preparation, and creating more control over your calendar.
And we know what happens when advisors finally stop running scattered meetings all year.
Their practice gets sharper.
Their time gets more protected.
And their business becomes easier to lead.
Here’s What To Do Next...
Click the button below and complete your enrollment.
When you do, you will get immediate access to The Surge Meeting System Masterclass, including all 7 modules. You can start right away and begin applying the system to your calendar, your team, and your client meeting flow.
If you know your current schedule is costing you focus, energy, and growth, this is the next step.
Talk soon,
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
If You’re Still Here…
Then You Must Be Thinking,
"Is This REALLY For Me And My Practice?"
If you are still reading, odds are you are not casually browsing. You are feeling the weight of how your calendar runs today.
Not another meeting squeezed in.
Not another week that disappears.
Not another “I’ll fix this later.”
We did not create The Surge Meeting System Masterclass to add more noise.
We built it to give advisors a better way to run their practice — one that actually holds up in real life.
This is for you if...
You are a serious advisor who is tired of reacting to your calendar and ready to take control of it.
You want a system that improves how you serve clients, not just how busy you feel.
You are done with scattered meetings and ready to run a more intentional practice.
This is not for you if...
You believe constant availability equals great client service.
You are comfortable with your current schedule, even if it is inefficient.
You are not ready to change how your practice actually operates.
We are not promising less work.
We are showing you how to do the work in a way that is more focused, more effective, and far less chaotic.
So the real question is not, “Should I learn Surge?”
It is, “How much longer do I want to keep running my practice like this?”
MEET THE FOUNDERs
About Matthew Jarvis & Micah Shilanski
Matthew Jarvis and Micah Shilanski are practicing financial advisors and co-founders of The Perfect RIA.
They don’t teach theory.
They run real advisory firms and have spent over a decade refining the systems that allow them to:
Serve clients at a high level
Run efficient, scalable practices
Create real freedom in their calendars
The Surge Meeting System is one of the core systems behind how they operate today — and one of the most impactful changes advisors can make in their practice.
Get Instant Access to The Surge Meeting System
Enter your details below to unlock the full system and start redesigning your calendar today.
Special Offer: Get access for $297 (ends Friday, April 3, midnight PST)
Regular price: $797
You’ll get immediate access to all modules, tools, and templates.
