Podcast: The Efficient Advisor: Tactical Business Advice for Financial Planners (LS 41 · TOP 1.5% what is this?)
Episode: 093: 7 Processes Every Advisory Business Needs
Pub date: 2023-01-24

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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.
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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!

Join the Group Coaching Waitlist 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!

The podcast and artwork embedded on this page are from Libby Greiwe, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

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093: 7 Processes Every Advisory Business Needs