Streamlining Client Reviews with Checklists

Guest: Amy Koenig, a financial advisor coach and the Chief of Operations at ROL Advisor.

In a Nutshell: Amy Koenig was the first coach I hired back in 2004 when I was running Peak Advisor Alliance-now Carson Coaching. She coached advisors, operations leaders, and she developed the entire systems manual that was a key part of our coaching offering back in the Peak days.

Now, Amy coaches with me and heads up operations for my other company, ROL Advisor. Nobody knows systems like Amy.

On today's show, Amy and I discuss how financial advisors can integrate systems into their practices, from identifying a strategy to some practical nuts-and-bolts checklists and tech solutions that will put that strategy into action.