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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 the Group Coaching & Mastermind HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation 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.
Chapters
1. 241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework (00:00:00)
2. [Ad] Tailwind Talks (00:21:07)
3. (Cont.) 241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework (00:21:54)
296 episodes
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 the Group Coaching & Mastermind HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation 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.
Chapters
1. 241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework (00:00:00)
2. [Ad] Tailwind Talks (00:21:07)
3. (Cont.) 241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework (00:21:54)
296 episodes
All episodes
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