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Summary: In my previous blog posting in this series (Coaches Corner: Nixing the Top 4 Excuses for Not Building Systems), I addressed the four most common advisor excuses for not establishing standard operating procedures and how to move past those excuses. Systems, standard operating procedures, processes, work flows or whatever you want to call them are primarily designed to be training aids and to ensure continuity in service to clients when staff changes occur.
 The guidance and direction provided by a solid written procedure may seem elementary at first, but I assure you it will give your team more confidence in their roles and in the future success of your firm."Amy Carlson Koenig, Executive Business Coach, Peak Advisor Alliance. |
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