401: The Simple System That Saved Me Oodles of Time
About this episode
Libby Greiwe shares a simple process that improved efficiency in her advisory practice by empowering her team and enhancing client service.
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 i...
People in this episode
Host: Libby Greiwe
Topics covered
- efficiency
- financial planning
- team empowerment
- client service
- process improvement
Keywords
- efficiency wins
- advisory practice
- decision making
- distribution strategy
- client service
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- 400: Inside the Client Service Model of a $415M AUM Practice
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- 397: How to Know if You are Solving the Wrong Problem in Your Business (Replay)
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