Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
391: Diagnose Your Firm in 20 Minutes - The 4 Systems I Always Check in a Backend Audit
If you only had 20 minutes to diagnose why your advisory firm feels chaotic, where would you look first? In this episode, Libby walks you through the same rapid-fire audit she uses to identify the biggest operational bottlenecks inside an advisory practice. Instead of focusing on working harder or becoming more disciplined, you'll learn how to quickly pinpoint the systems that are creating unnecessary stress, consuming your time, and keeping you stuck as the bottleneck in your business.
By the end of this episode, you'll have a simple framework you can use to perform your own 20-minute…
The skinny
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