31 min listen
122: Level 1 Processes of the Systems to Scale Framework: DEFINE
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
122: Level 1 Processes of the Systems to Scale Framework: DEFINE
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
46 minutes
Released:
Jul 4, 2023
Format:
Podcast episode
Description
This week we are kicking off a podcast series! As you may or may not know, I have a framework that I’ve developed over the last nearly two decades in this business that I use to help advisors streamline their businesses. I call it the Systems to Scale Framework™ . Essentially, I’ve taken all the big processes and micro processes and have organized them for you! This is the framework that we work off of for our group coaching program… which kicks off August 24th and the signups for that start happening here in the next couple of weeks! Essentially there are 6 layers that these processes fall into, so I think of it like a cake. Each layer has its own ingredients and when you add all the right ingredients in the right order, layer after layer, you end up with a super sweet delicious business—and a life that you love. Over the next 6 weeks together we’re going to dive into each of these 6 levels. There is: Define, Create, Attract, Systematize, Scale, and Lead. Each week we’ll walk through the layer,what’s involved, I’ll give you a roadmap to build out that level. In today’s episode, I’m going to describe each of the 6 levels of the System to Scale Framework™ and we’ll dive right into the first level… DEFINE. Throughout this series I’m going to try to throw a bunch of resources, guides, templates, etc at you! These are some awesome resources to help you build out each of these levels in your business. ------------LINKS FROM THIS EPISODE:Get on the Systems to Scale Group Coaching Waitlist Here!Episode #8: Elevate your Elevator Pitch & Worksheet - Here! Episode #10: How to create a laser-focused marketing message that speaks directly to your ideal client & Workbook - Here! Episode #30: How to add lighter fluid to all your conversations with Deirdre Van Nest - Here! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
Jul 4, 2023
Format:
Podcast episode
Titles in the series (100)
017:The #1 Most Effective Marketing Strategy that Most Advisors Are Missing Out On…And How To Get Started in VIDEO by The Efficient Advisor: Tactical Business Advice for Financial Planners