))
232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework
Manage episode 449760514 series 3460679
内容由Libby Greiwe提供。所有播客内容（包括剧集、图形和播客描述）均由 Libby Greiwe 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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!
----------------------
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!
239集单集
分享
