24 min listen
128: Level 4 Processes of the Systems to Scale Framework - SYSTEMATIZE
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
128: Level 4 Processes of the Systems to Scale Framework - SYSTEMATIZE
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
32 minutes
Released:
Jul 25, 2023
Format:
Podcast episode
Description
It’s Week 4 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. It’s hard to believe we’re halfway through!In Week 4…it’s all about creating processes for SYSTEMATIZING your processesThis week we’ll talk about: Building Time Management SystemsAutomations and DelegationsTemplates, SOPs, Checklists GALORE!Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!-----------------------LINKS FROM THIS EPISODE:Sign Up for the Systems to Scale Group Coaching & Mastermind 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 25, 2023
Format:
Podcast episode
Titles in the series (100)
005: 6 Ways 'Delay Delivery' in Outlook will Make Your Life Easier by The Efficient Advisor: Tactical Business Advice for Financial Planners