232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework

The Efficient Advisor: Tactical Business Advice for Financial Planners

Вміст надано Libby Greiwe. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Libby Greiwe або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

1y ago 35:36

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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 these 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 forget to download the Systems to Scale Framework™ HERE!

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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

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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.

Розділи

1. 232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework (00:00:00)

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3. (Cont.) 232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework (00:23:41)

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