The Efficient Advisor: Tactical Business Advice for Financial Planners 128: Level 4 Processes of the Systems to Scale Framework - SYSTEMATIZE
It’s Week 4 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 4…it’s all about creating processes for SYSTEMATIZING your processes
This week we’ll talk about:
- Building Time Management Systems
- Automations and Delegations
- Templates, SOPs, Checklists GALORE!
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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Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.