“We sort of followed other simulator models where you would charge for the buy and then any extra person was an extra £10.”
“I want to share with you a six step process that you need to go through… perform the process manually… document it… test it… tweak it… prove it… then automate it.”
Libby Grywe · The Efficient Advisor: Tactical Business Advice for Financial Planners · 411: The Part Most Advisors Skip Before They Automate a Workflow
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What was described
Follow a six-step process before automating any workflow: manually run the process, document each step, test with real clients, tweak based on feedback, prove it can be followed by others, then automate the repeatable parts
Said nearby on the same subject
“Build that into a repeatable process for everyone to follow… not just a process, but also a culture… replicate experience across locations”
“Clients get a call, test, pressure-test, then we talk… it minimizes the time to think through the process”
“I want you to follow it for 90 days… then tweak and amend, measure and see what’s happened.”
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