237: - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework

The Efficient Advisor: Tactical Business Advice for Financial Planners

Systematize! Just the word alone gives me tingles up and down my spine. It’s no surprise, but it’s one of my favorite layers of my Systems to Scale Framework. Why? Because this is where we build upon all of the previous weeks and it all comes together. This is where we get real about automation, delegation, deletion, and streamlining.

In this episode, we’ll dive into:

• Time-management techniques to implement
• How to automate, delegate, delete, and streamline
• Why you need a recommendations template
• SOPs, templates, & checklists GALORE!

Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!
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Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!

Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

章节

1. 237: - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework (00:00:00)

2. [Ad] The New Manager Playbook with Lia Garvin (00:12:48)

3. (Cont.) 237: - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework (00:13:31)