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232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework
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 these 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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