231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale Framework

The Efficient Advisor: Tactical Business Advice for Financial Planners

This week we are kicking off a podcast series! As you may or may not know, I have a framework that I’ve developed over the last nearly two decades in this business that I use to help advisors streamline their businesses. I call it the Systems to Scale Framework™ . Essentially, I’ve taken all the big processes and micro processes and have organized them for you! This is the framework that we work off of for our group coaching program… which kicks off January 9th, 2025, and the signups for that start THIS WEEK!

Essentially, there are 6 layers that these processes fall into, so I think of it like a cake. Each layer has its own ingredients and when you add all the right ingredients in the right order, layer after layer, you end up with a super sweet delicious business—and a life that you love.

Over the next 6 weeks together we’re going to dive into each of these 6 levels. There are: Define, Create, Attract, Systematize, Scale, and Lead. Each week we’ll walk through the layer, and what’s involved, I’ll give you a roadmap to build out that level.

In today’s episode, I describe each of the 6 levels of the System to Scale Framework™ and we’ll dive right into the first level… DEFINE. Throughout this series, I’m throwing a bunch of resources, guides, templates, etc at you! These are some awesome resources to help you build out each of these levels in your business.

------------
LINKS FROM THIS EPISODE:
Join the Systems to Scale Group Coaching & Mastermind HERE!
Episode #8: Elevate your Elevator Pitch & Worksheet - Here!
Episode #10: How to create a laser-focused marketing message that speaks directly to your ideal client & Workbook - Here!
Episode #30: How to add lighter fluid to all your conversations with Deirdre Van Nest - Here!

Scale 2 The Top with Dr. Lyman Montgomery
Welcome to Scale 2 the Top," the essential podcast for business leaders and HR...

Listen on: Apple Podcasts Spotify

Join the Group Coaching & Mastermind HERE!
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass 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.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Chương

1. 231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale Framework (00:00:00)

2. Transformation Through Systems to Scale (00:00:01)

3. Building a Strong Financial Planning Foundation (00:07:28)

4. Building a Defined Financial Planning Foundation (00:16:21)

5. Defining Profitable Ideal Client Avatar (00:28:29)

6. [Ad] Scale 2 The Top with Dr. Lyman Montgomery (00:28:41)

7. (Cont.) Defining Profitable Ideal Client Avatar (00:29:15)

8. Building Brand Pillars for Financial Planning (00:36:01)

9. Advisor Coaching Program Testimonials (00:48:20)