Sue Viskovic dives deep into the operational backbone of successful advice firms and shares how defined processes aren’t just about compliance—they’re key to scalable, high-quality service.

In our conversation, Sue discusses the findings from the Advice Operations Research Report, revealing how documented workflows and smarter processes directly boost EBIT. The report uncovers the secrets of high-performing teams, including how to overcome productivity challenges, improve service delivery times, and create a culture that staff value. It also dives into training, outsourcing, and the specific techniques successful practices use to elevate efficiency and client satisfaction.

Whether you’re focused on profitability, client experience, or team growth, these insights will transform how you approach your operations.

Advice Operations Research Report link:

🔗 https://vbp.ac-page.com/advice-operations-research-report-2024

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