Episode Details
Back to Episodes124: Level 2 Processes of the Systems to Scale Framework: CREATE
Description
It’s Week 2 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business.
In Week 2…it’s all about creating some of my favorite processes.
This week we’ll talk about:
- Building out your start-to-finish financial planning process (my favorite!!!!)
- How to distill this processes down into SOPs and get it documented
- Designing your client experience process (another favorite!)
- How to create SOPs and a documented client experience
- Establishing your client service model
These five steps are some of the most CRUCIAL processes for having a business that is scalable and organized.
Don’t forgot to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!
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LINKS FROM THIS EPISODE:
Sign Up for the Systems to Scale Group Coaching & Mastermind Here!
Book Recommendation: Built to Sell by John Warrilow
Episode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws
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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.