Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall With Eric Roberge
Financial Advisor Success
00:00
How HUBLE Has Impacted Our Capacity in 2022
In 2022 and previous to that, I was meeting with people, clients, four times a year. And then we in the fall of 2022, out of just necessity and efficiency sake, we said, 2023 is going to be the year we transition to more of a surge like structure for existing clients. Now we took our meetings from over 200 with the 80 clients or 85ish clients that we had to now having 90 clients and having 168 ongoing meetings. That hugely increased our capacity. Well, I think there's a powerful like consideration there to reflect that for so many firms that I see the like the process is always, you know, we do all these things for clients, but we're
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