241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework

The Efficient Advisor: Tactical Business Advice for Financial Planners

It’s Week 6 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re diving into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we're officially wrapping up!

In Week 6…it’s all about creating processes for LEADING your business.
This week we’ll talk about:

1. The two roles you have as CEO
2. How to modernize your org chart
3. Establishing the right next step for your business

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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Book Mentioned: Who, Not How by Hardy & Sullivan - get it here!

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