Ep 304: Leveraging Surge Meetings To Find Efficiency With Client Reviews And New Client Onboarding With Chad Chubb
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 25 October 2022
⏱️ 93 minutes
🧾️ Download transcript
Summary
Chad Chubb is the founder of WealthKeel, an independent virtual RIA based out of Tampa, Florida, that advises on over $100 million in assets for 110 households. Chad has not only implemented a “surge meeting” approach to meet with his ongoing clients, but he has also gone further to implement a “surge onboarding” approach, where he only takes on new clients twice per year.
Listen in as Chad shares the realization that led to the creation of his surge meeting and onboarding approach to the client experience that eliminates the risk of burnout and allows for him to more easily scale and control the growth of his practice. We also discuss how his pricing has evolved, why he is focused on expanding his team further so he can step into the CEO role, and why he still deals with imposter syndrome—despite the fast growth and success that he has achieved so far.
For show notes and more visit: https://www.kitces.com/304
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with |
| 0:07.1 | financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading |
| 0:12.4 | financial advisors navigated the inevitable challenges that arise on the path to success |
| 0:17.4 | and get insight from leading industry consultants about how to break through to the |
| 0:22.0 | next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. |
| 0:29.0 | Welcome to the 304th episode of the Financial Advisor's Success Podcast. My guest on today's |
| 0:34.2 | podcast is Chad Chubb. Chad is the founder of Wealthkeel, an independent virtual |
| 0:38.2 | RIA based in Tampa, Florida that advises on over 100 million in assets for 110 client households. |
| 0:44.7 | What's unique about Chad, though, is how he's not only implemented a surge meeting approach |
| 0:48.7 | to meet with each of his clients ongoing during a two-month period just twice a year, |
| 0:53.2 | but has gone further to implement a surge |
| 0:55.5 | onboarding approach where he only takes on new clients in two-month intervals twice a year as well, |
| 1:01.0 | all of which has allowed him to implement a highly systematized and efficient process so that he |
| 1:05.1 | has more time and capacity throughout the rest of the year to focus on firm strategy the client |
| 1:09.3 | experience and populating his wait |
| 1:11.6 | list of new clients for the next surge onboarding cycle. In this episode, we talked in depth |
| 1:16.3 | about how, as Chad focused increasingly on serving a specialization of Gen X and Gen Y physicians, |
| 1:21.8 | he noticed an increasingly large overlap in the types of planning issues he was solving for |
| 1:25.8 | client after client that led him |
| 1:27.5 | to a systematized surge approach to his client review meetings. |
| 1:30.9 | How after almost reaching a burnout point while onboarding 40 to 60 new clients per year in 2020 |
| 1:37.0 | and 2021, Chad realized that he had to implement a surge onboarding approach and a wait list |
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