Systematize Your Way to Business Growth as a Financial Advisor

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!

Related: Common Mistakes Advisors Make on Their OWN Taxes