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231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale Framework
This week we are kicking off a podcast series! As you may or may not know, I have a framework that I’ve developed over the last nearly two decades in this business that I use to help advisors streamline their businesses. I call it the Systems to Scale Framework™ . Essentially, I’ve taken all the big processes and micro processes and have organized them for you! This is the framework that we work off of for our group coaching program… which kicks off January 9th, 2025, and the signups for that start THIS WEEK!
Essentially, there are 6 layers that these processes fall into, so I think of it…
The skinny
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