You built the process... so why aren't you (or your team) following it?
This episode is all about the difference between creating great processes and actually getting your team to follow them. While most advisors spend time documenting workflows, the real challenge is building habits that stick when business gets busy. Libby shares practical strategies for turning systems into your firm's default way of operating, helping advisors reduce mistakes, create consistency, and build a business that can truly scale without relying on constant oversight.
In this episode, you'll learn:
Why implementation is a completely different skill than process design, and why even great systems fail without consistent execution.
Simple ways to help your team build new habits, including creating "pause points," making SOPs easy to access, and eliminating exceptions.
How to create a culture that rewards following the process instead of celebrating lucky shortcuts that eventually create more work.
Practical leadership strategies for auditing your systems, encouraging team feedback, and building lasting process adoption through repetition and accountability.
If you've ever built a process only to watch your team slowly drift back to the old way of doing things, this episode will give you a practical framework for making change stick. Small, consistent improvements—paired with intentional implementation—can transform the way your business operates, creating a smoother experience for both your team and your clients while helping your firm scale with confidence.
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
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