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232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework
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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
Join the Group Coaching & Mastermind HERE!
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass 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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