Every financial planning practice, no matter the size, client demographic, or AUM, relies on processes—whether they’re documented or not. These processes are the foundation of a well-oiled business that doesn’t drain the life out of its owner. Yet, many advisors struggle with where to start when it comes to formalizing their systems.

Here’s the reality: you are already using these processes in your practice, but without intentionality, they may be inefficient, inconsistent, or full of friction. Friction in business refers to anything that slows down operations, creates bottlenecks, or diminishes the client experience. It’s the small inefficiencies that waste time, energy, and resources, and it’s the moments when clients feel frustration, confusion, or a lack of clarity.

That’s why today, we’re going to break down 7 Essential Processes every financial advisor needs to have. Plus, we’ll include an important *bonus process* for advisors managing investments. It’s important to identify a...

by Olivia Luper, Content Marketing Expert 

Marketing can be brutal—especially in this content-driven world.

It feels like we are constantly feeding the content monster to get ahead.

How much is enough?

Will it ever be satisfied?

You spend hours:

• Crafting the perfect email
• Filming the greatest video on Fed rate hikes known to man
• Writing blogs Hemingway himself would be proud of

But even with your greatest efforts…it is hard to keep up! 

And let’s be honest…even if you are doing these things, they’re likely not at the top of your “OMG I can’t wait to go do this” list. A cold brew on a deck somewhere in the sunshine probably sounds a lot more appealing.

The truth is this (and trust me, some days I DO NOT like it any more than you do).
 

The content monster is NEVER satisfied. To stay top of mind, you’ve got to be:

• Posting multiple times per week on social media 
• Commenting, sharing, and liking 5x as frequently on other people’s posts
• Sending out weekly emails
• Publ
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