The Efficient Advisor Ā
FREE RESOURCES FOR YOUR MODEL WEEK
Need step-by-step guidance and accountability? Check out the Systems to Scale Group Coaching & Mastermind!
7:Ā PROCESSES EVERY PRACTICE NEEDSĀ
1. Marketing/Prospecting
2. Start-to-Finish Financial Planning Process
3. Onboarding
4. Ongoing Client Service ModelĀ
5. Client Experience Process
6. Referral Process
7. Investment Management Process
8. BONUS: Employee Experience ProcessĀ
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How to Design the Perfect Schedule
Watch this 40-minute video as Libby walks you through the Do's and Don'ts of building out your model week. She shares her model week for how she runs her practice (this was made before she sold!) and some of the insights she's had along her journey reiterating and reiterating until she found what worked for her. In this, you'll get lots of tactical tips and tricks to save you time, energy, and money.
Listening to Podcasts Should Have an ROI
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Join our private Facebook group where advisors from all over the world share best practices, what's working, what's not working, and free content and coaching! When you click "Check It Out" you'll be directed to the group. Click "join group.
