Creating a Team of Specialists: 6 Key Roles for a More Efficient Practice

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You want clients to experience the same quality of service every time they come in contact with your office, right? Maintain your high standards—whether there’s a pandemic or you have to suddenly hire new staff—by getting all your procedures documented and at your fingertips.

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Who controls your schedule? You or your clients? Most advisors are too reactive in scheduling meetings and their productivity suffers. Take back control by building a structured client meeting schedule—maybe only three days a week?—to streamline admin and free up time to work on your business instead of in it.

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Horsesmouth Essential: Make your assistant your client service manager and ensure that you remain at the top of clients’ minds by giving them 14 to 28 “touches” a year. The end result will be greater awareness, more assets and referrals to manage, and higher income for you and your assistant. Plus, it’s a win all around. Here’s how to do it.