The Efficient Advisor Podcast: 
Tactical Business Advice for Financial Advisors

Episode #028: Steal My Standard Operating Procedure (SOP) Yep - It's Yours to Customize!

Today I am going to straight up give you my standard operating procedure for when a client passes away. 

Why? Well #1 because the Efficient Advisor Community voted that they wanted more examples of systems and processes that we used in my practice when I was scaling the business. 

And, #2 because I want to show you how SIMPLE it is to create and SOP and how you can create one for literally EVERYTHING. 

I know the death of a client seems like kind of a morbid example, but let’s be real. This happens to every advisor. Your clients pass away. AND, because you’re listening to this I know you’re the type of an advisor that really cares about taking care of their clients and showing up for them during really tough times. 

In today’s episode you will:

  1. Learn how simple it is to make an effective SOP
  2. See an actual editable example of my SOP
  3. See what’s important to be included on a SOP
  4. Be challenged to create more of these in your business so you can streamline your practice and execute that TOP NOT client service level you want to deliver

I love when you carve out the time to actual craft something with INTENTION. You do it once, and can reuse it and give tasks away like a boss. 

Often, as busy advisors and business owners we just fly by the seat of our pants for things like this and think, oh! I should send a card… and oh I should try to just call and say hi in a couple months, let me put in a reminder, and oh, wouldn’t it be nice if I sent another card around the anniversary…? Or maybe at Christmas. 

Or maybe you’ve look back at an experience like losing a client and thought, man, I wish I would have done that better. 

Well… when those things occur, that means it’s SOP TIME!


Links from Today’s Episode

 Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Grab Libby's SOP in the Efficient Advisor Community under "Files!"

 Check out more FREE resources and our FREE video library at

Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist her for more information on the next session.  

 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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