3min chapter

Financial Advisor Success cover image

Ep 329: When Scaling Gets (Operationally) Messy And Outsourcing Operations To Streamline Or Automate With Charesse Spiller

Financial Advisor Success

CHAPTER

How to Streamline an Early Stage Advisor

The biggest challenge that I see for firms like let's say two to four years is that after the on-boarding and the prospecting happens, it gets reactive because they're only doing this for a year or two. They don't really have a service calendar to service their ongoing clients and they get nervous about client retention. So streamlining starts with figuring out how to turn this into a repeatable system so that we can streamline and have a process.

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