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?
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:
Businesses naturally resort to quick business pain-killers and forget to ask the right questions. However, the right questions lead us to permanent, impactful solutions. Rushing to answers is like
