Want more spare time? Want fewer mistakes? It was proven three years ago that when the most highly trained professionals in this country (surgeons) started using checklists, mistakes and accidental deaths both dropped by ½… And surgery times plummeted.
Now of course surgeons bucked this at first… “I don’t need no stinking checklist!”
But of course, the results proved that they did. So, what kind of checklists do you have in your office? Here’s an example of the types of checklists that can make your life much easier and more profitable:
- New client onboarding checklist
- Money transfer flow chart
- Beneficiary checklist
- Annual client review checklist
- And on… and on
Also, having checklists like these makes hiring and training staff infinitely easier (and nothing throws an advisor into a tailspin like losing an assistant… now that’s a whole other article)!