Financial Advisor Success Ep 304: Leveraging Surge Meetings To Find Efficiency With Client Reviews And New Client Onboarding With Chad Chubb
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Oct 25, 2022 Chad Chubb, founder of WealthKeel, specializes in advising physician households through innovative strategies. He dives into the surge meeting model, which allows him to streamline client interactions and effectively manage onboarding twice a year. Chad shares insights on using tech tools to enhance client communication and maintain details across numerous meetings. He also discusses the challenges of growing a firm, including navigating imposter syndrome, and the benefits of niche marketing to physicians, emphasizing SEO and industry connections.
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Cluster Reviews For Efficiency
- Surge meetings cluster all client reviews into two focused months each half of the year to create operational efficiency.
- The concentrated work allows more time outside surge for strategy, content, and rest.
Protect Energy With Buffers
- Space meetings with 30–45 minute buffers and limit heavy days to preserve mental bandwidth.
- Run five meetings on peak days and keep evenings available for clients who work nonstandard hours.
Prep Meetings A Month Ahead
- Do team-led prep a month before surge so advisors only review conclusions on Monday.
- Use dedicated roles (paraplanner + admin) to collect documents and surface red flags early.
