Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
028: Steal My Standard Operating Procedure (SOP) Yep - It's Yours to Customize!
Today I am going to straight up give you my standard operating procedure for when a client passes away.
Why? Well #1 because the Efficient Advisor Community voted that they wanted more examples of systems and processes that we used in my practice when I was scaling the business.
And, #2 because I want to show you how SIMPLE it is to create and SOP and how you can create one for literally EVERYTHING.
I know the death of a client seems like kind of a morbid example, but let’s be real. This happens to every advisor. Your clients pass away. AND, because you’re listening to this I know you’re the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.