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

8 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!

rainier.reyes

Advisely Team

8 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!