To fix repeated problems, you need a process!
Advice Processes & Best Practice Advice & Practice Management & Quick Tips Videos

To fix repeated problems, you need a process!

October 19, 2022

by Tony Vidler  CFP logo   CLU logo  ChFC logo

For financial advisory firms the word “process” has become synonymous with “best practice advice”, but good process is so much more than just a compliant and well-documented series of advice documents. Process cures problems.


Process is what builds franchise businesses.  Process is what creates turnkey operations that are highly valued by prospective purchasers.  Process improves efficiency and reduces business risk as it minimises the possibility of human error.


Processes create value in a business.


Many advisers however struggle with creating processes that work.  Yet it is a very simple process to create a great process!  You got it…there is a process for that….


In this Quick Tips video we discuss how to go about creating great processes in your business, which in turn will create a better business!


Watch the video to learn more…



You might also be interested in this related article:
 Prospecting Today: it is a “Process”, not a “thing”


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