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241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework
Manage episode 455952424 series 3460679
It’s Week 6 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re diving into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we're officially wrapping up!
In Week 6…it’s all about creating processes for LEADING your business.
This week we’ll talk about:
- The two roles you have as CEO
- How to modernize your org chart
- Establishing the right next step for your business
Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!
-----------------------
LINKS FROM THIS EPISODE:
Sign Up for the Systems to Scale Group Coaching & Mastermind Here!
Book Mentioned: Who, Not How by Hardy & Sullivan - get it here!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
248 حلقات
241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework
The Efficient Advisor: Tactical Business Advice for Financial Planners
Manage episode 455952424 series 3460679
It’s Week 6 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re diving into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we're officially wrapping up!
In Week 6…it’s all about creating processes for LEADING your business.
This week we’ll talk about:
- The two roles you have as CEO
- How to modernize your org chart
- Establishing the right next step for your business
Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!
-----------------------
LINKS FROM THIS EPISODE:
Sign Up for the Systems to Scale Group Coaching & Mastermind Here!
Book Mentioned: Who, Not How by Hardy & Sullivan - get it here!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
248 حلقات
Все серии
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1 248: AI Automation Made Easy: How to do DIY AI in Your Advisory Business 1:17:37
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1 247: Maximizing Your Firm’s Value - The Smart Way to Buy, Sell & Scale with Guest Ted Jenkin 53:21
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1 246: An Unconventional KPI That Will Change Your Client Experience Immediately 39:25
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1 245: Using Behavioral Finance to Create a Better Client Experience with Guest Ashley Quamme 58:47
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1 244: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 2 1:02:04
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1 243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1 36:48
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1 242: Ideas to Implement -What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework 14:29
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1 241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework 38:16
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1 240: Group Coaching FAQs - All About the Systems to Scale Group Coaching & Mastermind 20:33
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1 239: - Understanding How to Scale Your Processes & Team - Level 5 of the Systems to Scale Framework 26:15
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1 238: Ideas to Implement - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework 8:26
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1 237: - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework 32:31
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1 236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall 10:54
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1 235: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall 56:49
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1 234: Package & Price Your Process and Build Your How Story - Level 3 of The Systems to Scale Framework 32:13
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