How To Supercharge Your Practice with Surge Meetings (Part 1)

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Implementing surge meetings is one way I’ve been able to deliver the high-touch service clients can see, feel, and appreciate. Systematically holding client review meetings in designated blocks of time – rather than scattered over the calendar – has also increased our firm’s efficiency, improved profitability, and created a more desirable work environment. In this article, I share my three-step process for how I used surge meetings to turn my chaotic practice around and triple our revenue in three years. Step 1 is in this article, and steps 2 and 3 will be published tomorrow. If you’re a financial advisor who wants to implement surge meetings, follow along to learn what I did, how I did it, and tips for taking action.

To learn how other successful advisors are demonstrating value to their clients, I’m co-hosting a virtual advisor education event on December 8 with Michael Kitces. It’s called the Kitces Financial Planning Value Summit and you don’t want to miss it!

Why I adopted surge meetings

Surge meetings have been a game-changer for me. I now have a systematic meeting schedule that allows me to run my business instead of it running me.

But it wasn’t always this way.

I began my career as a 22-year-old financial advisor at a full-service broker-dealer firm. When I left and started my firm, Define Financial, seven years later, I was staring at a very chaotic practice.

Every client had a different investment portfolio.

I was driving to clients’ houses on any day of the week at any time to meet with them.