How to Develop a Repeatable Process

How to Develop a Repeatable Process

If you want to make your life easier and become a truly elite advisor, make sure you have repeatable processes in place. This especially applies to tasks such as prospecting, presenting, following up and servicing your accounts. Remember: Repeatable processes produce repeatable results so make your goal consistency, not perfection.

In this post we’ll look at some practical steps you can take to incorporate repeatable processes into your working life.

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What Happens If You’re Not Brilliant at The Basics?

What Happens If You’re Not Brilliant at The Basics

Only a tiny percentage of financial advisors get to the top and there’s no mystery about how they got there. It’s because they did what unsuccessful advisors didn’t: they became brilliant at the basics.

Unless you nail the basics there’s no way you can become an elite advisor. If you don’t set goals, work hard, organize your time efficiently and practice your soft skills to perfection you won’t have the underlying tools to take your business to the next level.

There are no shortcuts to getting the basics right. It will take time, years in fact. But if you don’t put in the effort, you won’t reap the rewards. If you don’t get brilliant at the basics your career will fizzle out long before you achieve success. Here’s a look at some of the basics and what happens when you don’t get them right.

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