Implementing Surge Meetings with Taylor Schulte

Matthew and Micah are off duty today, and Taylor Schulte is taking over the podcast! After starting his career as a financial advisor at just 22 years old, Taylor now owns his own practice, and he’s here to share how he turned his business around through creating processes, hiring a team, and implementing surge meetings.

Listen in as Taylor talks about why the beginning stages of his practice felt like he was spinning his wheels, as well as what he did to get his business back on track. You’ll learn why he attributes much of the success of his practice to being able to properly plan out his time with clients and implement meetings in an efficient and effective way.

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What You’ll Learn In Today’s Episode:

  • What surge meetings are and why they should be implemented.
  • Why you don’t have to know your niche from the beginning.
  • The biggest question you need to answer in order to find your ideal client.
  • The unexpected results of making a hard transition.
  • The benefits of creating a client engagement standard.
  • How to introduce new standards to clients.
  • The purpose of workflow and processes.
  • How to handle client requests between meeting surges.

Ideas Worth Sharing:

The way you’re currently doing it is not the way it has to be. - @ThePerfectRIA Click To Tweet It was really important to get clear on who my ideal client was before I started to implement some major changes to my firm and service model. - @DefineFinancial Click To Tweet We’re always asking ourselves after our May meetings: How can we get better? What worked? What didn’t work? What problems did we run into? How can we create a better experience? - @DefineFinancial Click To Tweet

Resources In Today’s Episode:

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