Balance includes growing and scaling your business but after interviewing hundreds of advisors, I found they miss this vital step!
The #1 Key to scaling your business is that systems create scalability!
Too many advisors are selling themselves vs. a system their clients can follow. You are NOT scalable!!! But systems ARE!!! Your employees need to know this system so they can follow it.
You don't just provide a solution but a path that all are in agreement with. Before you throw marketing or drum up more referrals, your system needs to be the solution!
Is your solution the system or is it you?