232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework

The Efficient Advisor: Tactical Business Advice for Financial Planners

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:

1. Building out your start-to-finish financial planning process (my favorite!!!!)
2. How to distill these processes down into SOPs and get it documented
3. Designing your client experience process (another favorite!)
4. How to create SOPs and a documented client experience
5. 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!

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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

Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!

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Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
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Connect with Libby on LinkedIn 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!

Kapitler

1. 232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework (00:00:00)

2. [Ad] The New Manager Playbook with Lia Garvin (00:22:54)

3. (Cont.) 232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework (00:23:37)