#FA Success Ep 304: Leveraging Surge Meetings To Find Efficiency With Client Reviews And New Client Onboarding, With Chad Chubb
Nerd's Eye View
OCTOBER 25, 2022
My guest on today's podcast is Chad Chubb. Chad is the founder of WealthKeel, an independent virtual RIA based in Tampa, Florida that advises on over $100 million of assets for 110 client households.
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