How to Ensure You and Your Team Adopt New Processes and Technology

Working on your firm’s processes is a challenging but critical business task. At Level Best, we help guide our clients through organizing their processes, technology, and operation. However, at the end of an engagement, clients often have questions about what comes next – implementing and adopting new systems into their day-to-day.

How to Systematize Process Audits Annually

Every financial planning firm should perform process audits at least every other year, if not annually. If you keep your scheduled audits consistent, the process will eventually become second nature, making it even easier to maintain.

Setting Operational Goals For Your Business at Year-End

As 2020 comes to a close, many business owners are looking toward 2021 for a new start. This year has been a rollercoaster in many respects, but it can be useful to look back on what went right (and wrong) during this turbulent time, and set business goals accordingly. Let’s talk about how to set operation goals, evaluate what needs to change, and execute!

Audit Your Onboarding Process with Intention

Every business has an onboarding process. However, whether or not careful thought was put into crafting that process is often a different story.

How to Leverage Existing Processes Before Hiring

The truth is that hiring can be a pain. Although it’s sometimes necessary, business owners need a better solution to scale easily before they look to hire. The good news is that a solution *does* exist: leveraging your existing processes and technology to free up your time and create a scalable practice.

Organize your Sales Pipeline and Prospects Follow Up

Most advisors I work with need to reorganize their sales and prospecting process. The truth is that many financial planners begin their practice by signing on people with a relatively ad-hoc workflow. They tailor their sales and prospect follow-up process to each new client, and it works- for a period of time. When you don’t have many clients, tailoring your sales experience to each individual family you sign on is time-consuming, but not the end of the world.

Simplify Your Onboarding Process in 60 Minutes

Onboarding clients can be one of the most challenging processes for advisors to create in a scalable way. When you first launch your firm, onboarding feels easy. Every client is an incredibly exciting opportunity, and you’re more willing to tailor the onboarding experience to their unique needs. However, as soon as you start to serve more families, that practice becomes increasingly difficult.

3 Pillars of Scaling Successfully Through Operations

As a business owner, you know the frustrations of trying to grow your business. Scaling when time and energy are limited resources can be a challenge. Luckily, honing your operations can help.

Best Places to Store Processes or SOPs

One of the #1 questions my team gets is: Where do I store my processes once they’ve been developed? It can be frustrating to spend years honing your processes and standard operating procedures, only to realize you don’t have a way to store them for maximum efficiency and accessibility.

4 Operations Lessons in 4 Years of Business

This summer I’m celebrating four years in business – which is an exciting milestone for any small business owner! In the past four years, I’ve gone from being a solopreneur to managing a team that now helps me implement client processes and workflows, as well as focus on client service.