Sign up to save your podcasts
Or
Share 093: 7 Processes Every Advisory Business Needs
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
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!
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!
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
113113 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!
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!
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!
More shows like The Efficient Advisor: Tactical Business Advice for Financial Planners
View all
Your Money, Your Wealth
772 Listeners
Notes on the Week Ahead
189 Listeners
Behind The Advisor
134 Listeners
Capital Ideas Podcast
279 Listeners
Stay Wealthy Retirement Podcast
562 Listeners
Animal Spirits Podcast
1,992 Listeners
The Perfect RIA
454 Listeners
The Compound and Friends
2,046 Listeners
The Long View
880 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
238 Listeners
Barron's Advisor
108 Listeners
Ask The Compound
307 Listeners
Retirement Tax Services Podcast
124 Listeners
Facts vs Feelings with Ryan Detrick & Sonu Varghese
42 Listeners
Advisor Marketing Made Simple
19 Listeners