rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
2 years ago

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's avatar
mat.tenison3
Icon for Advisely Board rankAdvisely Board
2 years 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's avatar
Tangelo
Icon for Advisely Partner rankAdvisely Partner
2 years 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.

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