Blog | Page 9 of 10 | My Virtual COO

Improving Time and Energy Management and the Client Experience

It’s time for you to introduce this idea to your business. You and your staff will love the time blocking that makes your day more sane and predictable. Your prospects, CIOs, and clients will also love the 24/7 accessibility to you.

Staffing: Attracting the Right People to the Right Roles

You put processes and technology to work to reduce human labor on time-consuming and unnecessary tasks, so now is the perfect time to reassess the remaining workload and redefine your team’s organizational structure.

The benefits of automating your processes (with a few tech tips)

Has it been years since you last took a fresh look at your business processes? Efficient business processes are critical to the successful management of every financial advisory business.

Lining up your Ducks – Get your business in good order

A week or so ago, I asked readers of Inside Information to help me compile a checklist of the basic information that would need to be passed on to a successor of your business. As you’ll see below, I’ve compiled the outlines of a checklist from more than 100 messages that I received, many of them offering a piece of the overall puzzle.

How our Boost Call moves your business forward

Our Boost Call is for businesses that need a second opinion and practical, specific ideas to move the business forward. The topics can range from client segmentation and servicing, business modeling, staffing, specific outsourced providers, technology, processes and more.

Gut check and how Women can learn from Men

I believe women have more digestive issues than men because we don’t trust our gut. After 20 years in a male-dominated industry (financial services), I watch…

Which comes first – Improving processes, Recalibrating staff, or Implementing technology?

Most advisory firms can tell a story of poor tech adoption, failed attempts to improve a process, or staff management issues. We can tell a different, happier story and share the secret sauce (that isn’t really a secret).

The crucial process that no one is building – How to Off Board a Client

We can talk about great efficient processes until we are blue in the face. However, the most important process that growing firms need is the client off-boarding process. So how do you create this process and what does it take?

DIY tips to improving your processes

Process improvements produce permanent solutions, capacity among staff, and a better client experience. The most difficult part of improving is getting started so here are a few tips to make it easier: