In this episode, we’re diving deep into the often-overlooked power of workflows and SOPs (Standard Operating Procedures). While the topic may not sound thrilling at first, mastering these tools can completely transform your business—from client experience to team delegation and operational consistency. Whether you're starting from scratch or optimizing what you already have, this episode will walk you through exactly how to create workflows that protect your time and wow your clients. Plus, we’ve included downloadable templates to make implementation easier than ever.
Here’s what you’ll learn in this episode:
- What a workflow and SOP actually are—and why they matter
- The six essential elements of a great SOP (hint: it’s more than just steps!)
- The most common mistakes advisors make when building workflows
- How to test and refine your SOPs before automating
- Why keeping a non-digital copy of your workflows is critical for long-term success
By the end of this episode, you’ll have the clarity and tools to begin creating your onboarding SOP template—a foundational piece that will support every client interaction moving forward. This is where your onboarding process becomes referable, repeatable, and remarkable.
Let’s get building! 🧩
Create SOPs with Scribe HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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!
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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
