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093: 7 Processes Every Advisory Business Needs
Almost every day I get an email or a message asking me "Libby, where do I even start in building out my systems and processes?"
We first have to ask, "What are the most critical processes that you need?" Essentially... there are seven. Every practice has the same 7 processes that need to be in place. It doesn't matter if you have 2 team members or 8. It doesn't matter if you're an RIA or a hybrid. You have these 7 processes and you need to be intentional about how you execute them.
In today's episode I break down these 7 key processes and highlight some of the micro-processes that exist within each one.
--------------------------------------------------
LINKS FROM THIS EPISODE:
Episodes referenced:
Episode #044: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
#058: Specific Ideas to Add Value Your Clients Each and Every Meeting
#68: 13 Easy Value Adds that You Can Implement Right Now
Libby's on the Rethink podcast talking about referrals (iTunes Link)
Connect with Libby here on LinkedIn.
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind 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.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
View all episodes
By Libby Greiwe
4.9
105105 ratings
Almost every day I get an email or a message asking me "Libby, where do I even start in building out my systems and processes?"
We first have to ask, "What are the most critical processes that you need?" Essentially... there are seven. Every practice has the same 7 processes that need to be in place. It doesn't matter if you have 2 team members or 8. It doesn't matter if you're an RIA or a hybrid. You have these 7 processes and you need to be intentional about how you execute them.
In today's episode I break down these 7 key processes and highlight some of the micro-processes that exist within each one.
--------------------------------------------------
LINKS FROM THIS EPISODE:
Episodes referenced:
Episode #044: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
#058: Specific Ideas to Add Value Your Clients Each and Every Meeting
#68: 13 Easy Value Adds that You Can Implement Right Now
Libby's on the Rethink podcast talking about referrals (iTunes Link)
Connect with Libby here on LinkedIn.
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind 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.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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