One of Matthew Jarvis’s signature strategies is the surge‑meeting model: concentrated blocks of client meetings during specific seasons, followed by extended stretches with no client appointments.
Instead of spreading client meetings evenly across the calendar, surge meetings create a defined rhythm for when advisors meet with clients and when they focus on everything else that keeps the business moving forward.
Create Focused Seasons for Client Work
Surge allows his team to prepare deeply, focus completely on client interactions during those periods, and then pivot to projects, improvement work, and personal time during off‑surge seasons. Clients appreciate the predictability and the focused attention; the firm enjoys better efficiency and capacity.
This advisor meeting model can also reduce the constant context switching that comes with jumping between client meetings, administrative work, planning projects, and business development throughout every week. Instead, the team knows what season they are in and what deserves their attention.
What Would Surge Meetings Look Like in Your Practice?
The goal isn’t to copy Matthew’s schedule exactly. It’s to understand the principles behind the model and determine whether batching client reviews and other meetings could create more focus, efficiency, and flexibility in your own practice.
At the Summit, Matthew will break down how he plans, executes, and refines surge meetings—so you can decide if a similar rhythm could help you reclaim your calendar and serve clients better at the same time.
If your schedule feels scattered and exhausting, join the 2026 Summit and learn how surge meetings can bring order and energy to your client work.
