239: - Understanding How to Scale Your Processes & Team - Level 5 of the Systems to Scale Framework

The Efficient Advisor: Tactical Business Advice for Financial Planners

It’s Week 5 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 5…it’s all about creating processes for SCALING your processes
This week we’ll talk about:

1. How do identify which pieces of your process are the easiest to scale
2. How to design the right role for YOUR business
3. Crafting 3-year plan to scale

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!
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LINKS FROM THIS EPISODE:
Sign Up for the Systems to Scale Group Coaching & Mastermind Here!
Book Mentioned: Who, Not How by Hardy & Sullivan - get it here!

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

Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn 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.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

فصل ها

1. 239: - Understanding How to Scale Your Processes & Team - Level 5 of the Systems to Scale Framework (00:00:00)

2. [Ad] The New Manager Playbook with Lia Garvin (00:17:55)

3. (Cont.) 239: - Understanding How to Scale Your Processes & Team - Level 5 of the Systems to Scale Framework (00:18:38)