Advisely TeamHave you seen episode 1 of the Growth Masterclass?
Advisely BoardHi rainier.reyes , I also like the idea of mapping out the process and working out what parts of the process will be individual to the adviser or standardised across the business. This is especially important for us, having a Professional Year and it's something we've been talking about recently!
- Tangelo
Advisely Partner
mat.tenison3 great idea! When we develop process maps we tend to focus on displaying swim-lanes for each role. This approach really easily helps define the hand-offs as well as duplication across the team as well.
- rainier.reyes
Agreed, mat.tenison3 , Tangelo have provided such great insights about mapping processes—and determining who exactly does what and when—for greater efficiency (case in point, check out their free checklist here if you haven't already).
Plus, I'm sure Alisdair.Barr would agree that new entrants into the profession, like PY-ers, really appreciate and feel more supported when an advice practice has key processes documented!
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