# Encore Episode: The Perfect Surge Dates Page: https://stenobird.com/podcast/the-perfect-ria-537160/encore-episode-the-perfect-surge-dates Text version: https://stenobird.com/podcast/the-perfect-ria-537160/encore-episode-the-perfect-surge-dates.md Podcast: [The Perfect RIA](https://stenobird.com/podcast/the-perfect-ria-537160) Published: 2026-03-09T08:00:00+00:00 Episode link: https://theperfectpractice.libsyn.com/encore-episode-the-perfect-surge-dates Audio file: https://traffic.libsyn.com/secure/theperfectpractice/TPR_monday_03.09.26_Export_With_Commercial.mp3?dest-id=674705 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-perfect-ria-537160/episodes/encore-episode-the-perfect-surge-dates Duration seconds: 1899 ## Resource In this episode, Jamie discusses the concept and implementation of Surge, as well as when is the most appropriate time for Surge meetings. Surge is a time-blocking strategy that allows advisors to optimize their schedules and deliver value to clients. Jamie shares the origins of Surge and how it has evolved over the years within their office. She's also sharing a detailed surge schedule that includes specific months for surge periods based on when it works best for the client and allows them to be at their best. Encore Episode: The Perfect Surge Dates ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-perfect-ria-537160/episodes/encore-episode-the-perfect-surge-dates/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-perfect-ria-537160/encore-episode-the-perfect-surge-dates.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.