How to Scale Your Business Part 3: Systems

Hi and welcome to The Magellan Network Show.  For the past few weeks, we have discussed the different elements an advisor needs to work on to scale their business.  We’ve talked about mindset and how it becomes a mirror image of your business. We’ve also discussed people/talent and how dealing with them can make or break your advisory business.

Today we’re going to conclude our 3-part series and talk about systems. Most advisors would invest money into systems like CRMs or planning software and learn about 20 - 30% of it which would often yield a good return on investment.  But what would happen if you invest more time and effort and really mastered your systems?

In this episode, I talked about the following:

(04:53) Why most advisors don’t master their CRM

(05:35) The 2 ways of learning

(08:14) What systems do

(12:22) The advantage of having more automation

(14:36) Why it is critical to master technology

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The Magellan Academy & Network

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