OM DENNE EPISODE
Some of the best efficiency wins in your practice aren’t massive system overhauls—they’re the small decisions you find yourself making over and over again.
In this episode, I’m sharing one incredibly simple process I used in my own advisory practice to eliminate a recurring interruption, empower my team to make more decisions without me, and ultimately give clients faster service. I’ll walk you through exactly how we created a “first $20,000” distribution strategy for clients, documented it in our CRM, and built a decision tree that helped my team know exactly what to do when a client called needing cash.
In this episode you will learn:
- How to create a simple “first $20,000” distribution strategy for your clients.
- How to use your CRM to give your team clear direction without needing to involve you.
- How to build a decision tree that helps your team confidently handle client distribution requests.
- How to identify recurring questions and small decisions you can systematically remove from your plate.
You don’t have to build this process for every client overnight. Start with the clients you’re already meeting with next week, document where you’d recommend they access cash if a need comes up, and build from there. Small systems like this can eliminate interruptions, speed up your client service, and gradually train your team to take ownership of more decisions—freeing you to focus on the bigger strategies and conversations that actually require you.
Register for the Quin Show & Tell HERE!
Register for the T2M Works Advisor Tech Stack Tune Up Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about our sponsor BELAY for amazing virtual assistant services HERE!
Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software 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.
