The Efficient Advisor: Tactical Business Advice for Financial Planners 273: An Alternative to Surge Meetings: What I Call Cluster Meetings
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May 16, 2025 Discover the innovative concept of cluster meetings as a refreshing alternative to traditional surge meetings. These gatherings are designed to enhance efficiency while aligning with personal energy and family life. The discussion emphasizes theming meetings for different client segments, creating a more organized approach that reduces burnout. With insights on how to structure your calendar for better balance, this approach promises improved client experiences without compromising growth. Tune in for actionable tips that energize your financial planning practices!
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Adopt Cluster Meetings Instead of Surges
- Try clustering similar client meetings over months instead of all-at-once surges.
- This approach balances focus and sustainability, aligning with your energy and lifestyle rhythms.
Libby's Sustainable Meeting Rhythm
- Libby Greiwe shares her personal experience with client meeting structures differing from the surge model.
- She adjusted meetings to fit her family life and energy, batching by client segment throughout the year.
Surge Meetings Aren't One-Size-Fits-All
- Surge meetings offer intense focus but may not suit every lifestyle or business model.
- Alternatives exist that maintain efficiency while preventing burnout.