Have you seen episode 1 of the Growth Masterclass?

Have you tuned in to episode 1 of our new Advisely Growth Masterclass series? If not, I highly encourage you to check out the first episode here. In the episode, the team at Twomeys embarks on a ...

practice management

mat.tenison3

Advisely Board

12 months ago

Hi 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
12 months ago
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
Advisely Team
12 months ago
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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