What is the #1 process you have in your practice that makes you efficient?

Being able to move Inspired Money forward, this is a question I had to ask myself very early. This allowed me to remove myself from the technical aspects of the advisory process and focus on driving ...

technology

roccomusumeci

Exploring Newcomer

2 years ago

The main thing I help advisers do is figure out the perfect client experience upfront. This means picturing how they want clients to see their business, the values to share, and how to make clients feel taken care of from the start.

Once the adviser knows their vision, you can help them work backwards to find the onboarding, data collection, and workflows that will make that smooth experience happen. The tech comes after designing the human experience.

By taking an outside-in approach focused on the client journey rather than systems, we can put efficient processes in place that build relationships and trust from the beginning. Defining the experience first allows technology to enable rather than be the end goal.

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