Find Your Rhythm - Implementing Your Own Annual Practice Cadence-Slides - Find Your Rhythm - Implementing Your Own Annual Practice Cadence

Slides - Find Your Rhythm - Implementing Your Own Annual Practice Cadence

Pdf Summary

In this document, Arlene Moss discusses the importance of creating an annual practice management cadence for financial planning firms. Moss provides learning objectives for the reader, which include understanding the topics to be included in the cadence and leaving with ideas for creating a workflow in CRM or project management software.<br /><br />The document suggests gathering necessary tools such as a computer or tablet and provides a link for downloads. Moss then gives an overview of what will be covered, including concepts and tools for implementing an annual cadence, brainstorming sessions, mapping your year, and using a workflow documenter.<br /><br />The document also highlights the importance of considering seasons, time off, and client focus time when creating the cadence. It encourages readers to use the provided checklist and add their own details and timing preferences.<br /><br />There is a section on turning the checklist into a workflow and setting up automation. Moss provides links to resources such as templates for XYPN members and how-to videos for Redtail and other CRM platforms.<br /><br />The document concludes with suggestions for customization and recreating the workflow each year. It also includes additional resources for reference, including guides and examples from various software platforms.<br /><br />Overall, the document offers a step-by-step approach to help financial planning firms create and implement their own annual practice management cadence, with a focus on organization, efficiency, and automation.

Keywords

practice management cadence

financial planning firms

learning objectives

workflow

CRM

project management software

tools

annual cadence

checklist

automation