Amy Koenig

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.