• 237: - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework

  • Dec 3 2024
  • Length: 33 mins
  • Podcast

237: - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework

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  • Summary

  • Systematize! Just the word alone gives me tingles up and down my spine. It’s no surprise, but it’s one of my favorite layers of my Systems to Scale Framework. Why? Because this is where we build upon all of the previous weeks and it all comes together. This is where we get real about automation, delegation, deletion, and streamlining.

    In this episode, we’ll dive into:

    • Time-management techniques to implement
    • How to automate, delegate, delete, and streamline
    • Why you need a recommendations template
    • SOPs, templates, & 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!

    -----------------------

    Join the Group Coaching & Mastermind HERE!

    Download the Family Tree Template Here

    Enroll in The Perfect RIA Masterclass Here

    Connect with Libby on LinkedIn Here!

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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