Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process with Rob Schultz
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 5 March 2024
⏱️ 91 minutes
🧾️ Download transcript
Summary
Rob Schultz is the Senior Partner of NWF Advisory, a hybrid firm based out of Los Angeles, where he oversees nearly $500 million in assets under management for 200 households. Rob has uniquely developed a streamlined meeting process with a standardized agenda that enables him to focus on individual client needs while managing over 20 meetings weekly, ensuring his firm's growth is both sustainable and efficient.
Listen in as Rob shares how he efficiently manages those meetings through a structured agenda and the assistance of a paraplanner for preparation, alongside utilizing Microsoft Word's audio transcription for quick note-taking. He also discusses his unique journey from kinesiology and med school to finding his passion in financial planning at UCLA, a field that marries his desire to help people with his affinity for numbers, and his growth strategy through acquiring retiring advisors' practices and enhancing operational efficiency with outsourced TAMP providers and ETF model portfolios.
For show notes and more visit: https://www.kitces.com/375
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with financial planner, |
| 0:08.5 | speaker and consultant Michael Kitsis to hear stories of how leading financial advisors |
| 0:13.6 | navigated the inevitable challenges that arise on the path to success and get insight |
| 0:18.7 | from leading industry consultants about how to break through to the |
| 0:22.1 | next level in your advisory business. And now here's your host, Michael Kitsas. |
| 0:27.7 | Welcome, everyone. Welcome to the 375th episode of the Financial Advisor's Success Podcast. |
| 0:33.8 | My guest on today's podcast is Rob Schultz. Rob is the senior partner of NWF Advisory, a hybrid firm based in Los Angeles, California, |
| 0:41.4 | where he oversees nearly $500 million in Assets Center Management for about 200 client households. |
| 0:46.8 | What's unique about Rob, though, is how he systematize his meeting process, |
| 0:50.4 | from a meeting prep down with a standardized agenda flow that allows him to dig into client |
| 0:54.4 | specifics while also maintaining a really efficient meeting process, which has allowed him to scale |
| 0:59.1 | up to over 20 client meetings every week and still keep his sanity and energy levels up so that |
| 1:05.9 | this is sustainable to him as he builds the firm. |
| 1:08.8 | In this episode, we talk in depth about how Rob sets the agenda for his 20 plus meetings |
| 1:13.2 | per week with his clients using a structured flow that always touches on the same key areas |
| 1:17.5 | for every client. |
| 1:18.9 | The way he leverages his paraplanter to prep a stack of client meetings so that he can knock |
| 1:23.4 | through a week's worth of meeting preparation in just a few hours every Monday morning. |
| 1:27.3 | And the way that Rob leverages the built-in audio transcription features in Microsoft Word itself |
| 1:32.2 | to quickly wrap up his post-meeting notes at the end of each day. |
| 1:35.8 | We also talk about Rob's journey from getting an undergrad in kineshesiology and starting |
| 1:40.1 | med school to moving into accounting and then ultimately becoming a financial planner |
... |
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