The Efficient Advisor: Tactical Business Advice for Financial Planners 093: 7 Processes Every Advisory Business Needs
Jan 24, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 4min
Why You Should Have Documented Processes
03:56 • 2min
How Do You Make It One Degree Better?
06:21 • 2min
Six Main Financial Planning Processes That Every Business Should Have
08:32 • 2min
Creating Processes for Financial Planning Practices
10:51 • 2min
How Do I Get More Referrals?
13:02 • 2min
What to Expect From a First Meeting?
15:26 • 2min
The Five Step Planning Process
17:44 • 2min
Financial Planning - The Onboarding Process
19:46 • 5min
Five Processes That Every Practice Has
24:18 • 2min
What Is the Difference Between Client Experience and Onboarding?
26:35 • 4min
Do You Ask for Referrals?
31:01 • 5min
What Processes Do I Even Need?
35:52 • 2min
Podcast Episode Ideas
38:02 • 1min