Below is the cliff notes primer on my IDEOS™ method and initiative planning that has helped transform hundreds of businesses over the years. Feel free to apply it to your business and share with other business owners.
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.
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.
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.
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.
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.
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…
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).
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?