Between Now and Success
Creating a Systems-Driven and Operationally Efficient Financial Advisory Firm with Amy Koenig
Jul 16, 2024
Amy Koenig, a financial advisor coach and Chief of Operations at ROL Advisor, shares her expertise on creating operational efficiency in advisory firms. She discusses the critical difference between systems thinking and practical implementation. The conversation covers aligning organizational rewards with desired behaviors to build a systems-driven culture. Amy emphasizes the importance of effective checklists and structured processes to enhance client interactions. With a focus on a five-step strategy, she illustrates how to streamline operations for lasting success.
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Quick takeaways
- The podcast emphasizes the critical distinction between systems thinking and implementation, highlighting the interconnectedness of business processes to achieve overall goals.
- Creating a supportive environment for systems is essential, where team engagement and continuous training foster efficiency and improve overall productivity.
Deep dives
Understanding Systems Thinking
A clear distinction is made between systems thinking and the implementation of systems, akin to differentiating strategy from tactics. It highlights the importance of approaching business as an interconnected whole, where changes in one area can influence others. This mindset is foundational for creating effective systems that support overall business goals. The emphasis on understanding these connections aids in determining what specific systems, such as onboarding or client referral processes, need to be established.
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