Ep-8: How to build an Asset & routines Inside Your Practice and Improve Productivity
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Summary: In this episode, Rafi Shaikh delves into the importance of building assets within your financial advisory practice to improve productivity and achieve a balanced lifestyle. He discusses how intentional design and implementation of systems, processes, and technology can help financial advisors reclaim their time and enhance the value of their practice.
Key Takeaways:
Intentional Practice Design:
- Define your practice goals, whether it's a seven-figure lifestyle practice or taking significant time off.
- Be intentional about how you structure your practice to meet these goals.
Marketing Assets:
- Create evergreen marketing tools like webinars, blogs, podcasts, or books.
- These assets work 24/7, attracting ideal clients and elevating client satisfaction.
Sales Assets:
- Develop sales materials that complement your marketing efforts.
- Use pre-built webinars or books to pre-sell prospects, making the sales process smoother.
Systems Assets:
- Implement CRM systems, content vaults, and standard operating procedures (SOPs).
- These systems ensure consistency and efficiency in your practice.
Human Assets:
- Invest in your team by providing training and tools for their success.
- Building a capable team ensures the longevity and smooth transition of your practice.
Servicing Assets:
- Establish robust servicing models to enhance client experience and satisfaction.
- Efficient servicing procedures are crucial for client retention and practice valuation.
Energy Management:
- Focus on activities that energize you and incorporate them into your daily routine.
- Maintain a healthy work-life balance to prevent burnout and ensure sustained performance.
Proactive Approach:
- Be decisive and act quickly when implementing new strategies or building assets.
- Avoid procrastination to maximize the benefits of your efforts.
Actionable Items:
Wake Up Earlier:
- Gradually wake up one hour earlier to create a morning routine for meditation, exercise, or journaling.
Drink Lemon Water:
- Start your day with a large glass of lukewarm lemon water with rock salt or Himalayan salt to boost energy and alertness.
Email Management:
- Implement the 80/20 inbox processing system to focus on the 20% of emails that matter, streamlining your workflow.
Resources:
- Book: The Advisor Authority Book Framework by Rafi Shaikh
- Available for $7 with three FREE bonuses and a 365-day money-back guarantee.
For Questions, Comments, Suggestions & Feedback , Please email : Podcast@peacefuladvisorlifestyle.com
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