234: Package & Price Your Process and Build Your How Story - Level 3 of The Systems to Scale Framework

The Efficient Advisor: Tactical Business Advice for Financial Planners

It’s Week 3 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through!

In Week 3…it’s all about creating processes for ATTRACTING your ideal client avatar and making it EASY for them to choose to do business with you.
This week we’ll talk about:

1. Productizing your offerings (How to package and price your services)
2. Building out your “How Story” (Free Download!)
3. Updating your brand story across all marketing channels
4. Creating social media starts based off your brand pillars and how story
5. Getting started in video!!!!

Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!
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LINKS FROM THIS EPISODE:
Sign Up for the Systems to Scale Group Coaching & Mastermind Here!
Episode #052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision

Episode #062 (and Download!): Systematizing Your Planning Process & "How Story" on Get Advisor Fit w/ Olivia Luper

Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!

Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Hoofdstukken

1. 234: Package & Price Your Process and Build Your How Story - Level 3 of The Systems to Scale Framework (00:00:00)

2. [Ad] The New Manager Playbook with Lia Garvin (00:22:34)

3. (Cont.) 234: Package & Price Your Process and Build Your How Story - Level 3 of The Systems to Scale Framework (00:23:17)