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Rob Schultz
Senior Partner of NWF Advisory in Los Angeles, managing nearly $500 million in assets for 200 households. Specializes in efficient meeting processes and operational efficiency in financial planning.
Best podcasts with Rob Schultz
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34 snips
Mar 5, 2024
• 1h 31min
Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process with Rob Schultz
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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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