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124: Level 2 Processes of the Systems to Scale Framework: CREATE
It’s Week 2 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business.
In Week 2…it’s all about creating some of my favorite processes.
This week we’ll talk about:
Building out your start-to-finish financial planning process (my favorite!!!!)
How to distill this processes down into SOPs and get it documented
Designing your client experience process (another favorite!)
How to create SOPs and a documented client experience…
The skinny
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