Financial Advisor Success Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process with Rob Schultz
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Mar 5, 2024 Discover how Rob Schultz manages over 20 client meetings per week using structured agendas, efficient preparation with a paraplanner, and technology like Microsoft Word's audio transcription. Dive into his journey from kinesiology to financial planning, growth strategies through acquisitions, and the evolution of financial advisory practices towards client-centric services and succession planning.
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Efficient Scheduling
- Schedule in-person client meetings back-to-back to minimize travel time.
- Cluster meetings by location and consider weekend or evening slots to avoid traffic.
Standardized Agendas
- Standardize meeting agendas for efficient preparation and client familiarity.
- Use the agenda as a to-do list for follow-up tasks and compliance documentation.
Standard Agenda Structure
- Rob uses a standard agenda that covers key financial planning topics, including tax planning, insurance, and charitable giving.
- The agenda also includes client-specific items, like saving for a kitchen remodel, ensuring each meeting remains personalized.