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| Name | Simplification strategies for navigating task overload in advisory firms |
| Video Uploader | Video From The Society of Advice |
| Upload Date | This Video Uploaded At 21-06-2024 12:00:20 |
| Video Discription | Greetings, Carl Richards here. I recently asked Members of The Society of Advice this question: What are the biggest challenges, recurring issues, or stuck points you are finding in your advisory business? Here's what one of them told me... "Our biggest challenge is effectively managing all tasks in our firm and ensuring nothing slips through the cracks. Despite using multiple systems like Hubly, Wealthbox, Income Lab, and others intended to help, they often end up complicating rather than streamlining our operations." Air traffic control of tasks can be overwhelming for any business. As I read through this challenge, I felt it viscerally. Simplification is key—when systems get too complex, my instinct is always to simplify. Here are some thoughts that might resonate with you: 1️⃣ Delete: Take some time with a quiet morning, a cup of coffee, and ask yourself, "What can I delete?" Push the boundaries and free up mental space. 2️⃣ Automate: Evaluate your tools like Wealthbox, Income Lab, and Right Capital—are they all necessary? Automate what you can to streamline operations. 3️⃣ Delegate: Once streamlined, think about what tasks can be delegated to free up your time for higher-value activities. Around here, simplicity has been our guiding principle. What was once perceived as a flaw—simplicity—has become a valued feature. Clients appreciate straightforward solutions. It's essential to ask: What truly matters to your clients? Sometimes, what we think they value may not align with reality. Look for revealed preferences—what are clients engaging with most? Remember, simplification is a journey, not an overnight fix. Start small, iterate, and watch your business thrive beautifully. This is something we are talking about in our July 2024 workshop for The Society of Advice. This is a one-time workshop. Will you join us? https://thesocietyofadvice.com/ (Even if you can’t attend live, go ahead and sign up anyway. We’ll send you the replay afterward). Cheers to keeping it simple! -Carl |
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