Ep 304: Leveraging Surge Meetings To Find Efficiency With Client Reviews And New Client Onboarding With Chad Chubb

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