Ep 453: Improving Efficiency By Turning Client Meetings Into Working Sessions So There Is Less Follow-Up To Manage with Becky Walsh
Delivering financial planning efficiently doesn't have to mean compromising on depth or personalization. This episode explores how a "working session" model can streamline the client experience, reduce prep and follow-up time, and still create space for thoughtful, relationship-driven planning.
Becky Walsh is the founder of Oak Maple Finance, an RIA based in Burlington, Vermont, that oversees approximately $80 million in AUM for 75 client households.
Listen in as Becky shares how she structures her onboarding into a six-month planning sprint with four real-time working sessions, drastically reducing the hours spent outside of client meetings. We discuss how this approach helps her serve Earners Wanting Advice Now (EWAN) clients with a flat complexity-based fee while maintaining a personalized experience. Becky also explains how she uses software tools like Elements and Money Quotient to assess a client's financial picture and mindset, how she tailors service tiers after the initial planning "sprint" to match ongoing client needs, and why the support of a trusted peer study group has been a powerful driver in her own professional growth.
For show notes and more visit: https://www.kitces.com/453
More description
Delivering financial planning efficiently doesn't have to mean compromising on depth or personalization. This episode explores how a "working session" model can streamline the client experience, reduce prep and follow-up time, and still create space for thoughtful, relationship-driven planning.
Becky Walsh is the founder of Oak Maple Finance, an RIA based in Burlington, Vermont, that oversees approximately $80 million in AUM for 75 client households.
Listen in as Becky shares how she structures her onboarding into a six-month planning sprint with four real-time working sessions, drastically reducing the hours spent outside of client meetings. We discuss how this approach helps her serve Earners Wanting Advice Now (EWAN) clients with a flat complexity-based fee while maintaining a personalized experience. Becky also explains how she uses software tools like Elements and Money Quotient to assess a client's financial picture and mindset, how she tailors service tiers after the initial planning "sprint" to match ongoing client needs, and why the support of a trusted peer study group has been a powerful driver in her own professional growth.
For show notes and more visit: https://www.kitces.com/453
Listen elsewhere
Available Results
Generated results are saved to your library for reuse and search.