Assessment | Freedom Practice

Before we get started, pick the TOP area of concern for you & your firm

Systems & Processes Marketing Teamwork Technology

How standardized is the workflow in your office?

Everyone operates off the same, systemized manual. I have some processes written down, but not everyone uses them. If a key employee leaves, that department loses all that information and know-how.

How do you describe your estate planning process to your potential clients?

I adapt my description on a case-by-case basis. I describe the initial meeting, drafting process and execution of documents so they know what to expect. I have a branded, graphical representation of my estate planning process that I use to demonstrate our unique client value.

How do you describe your estate administration process to your potential clients?

It depends on what's required for that administration. I describe the steps that we must take to complete the administration. I have a branded, graphical representation of my estate planning process that I use to demonstrate our unique client value.

My most effective means of acquiring A+ clients is

Engaging clients during the initial client conference. Through referrals from existing clients and centers of influence. Through a multi-channel marketing funnel.

My level of use of online web & social media includes

Staying in touch with family & friends Answering client questions about estate planning & administration, mostly through my website. Establishing relationships with prospects 24/7 via automated processes & technology.

I allocate my marketing budget

I don't have a marketing budget In a hap-hazard way with no clear direction. With defined goals and tracking capabilities to determine efficacy.

The one, main improvement that I’d like to make with my team is

Adding team members, but I’m wary of the cost. Ensuring that I have the right team members working on the right tasks. Improving accountability, productivity & ownership over projects.

I don’t have enough time in the day because

I perform too many tasks that should otherwise be delegated. We don’t have clear, defined roles for each team member, so time is wasted. The volume of work is beyond what my team can handle.

In terms of team relationships, my biggest frustration is

We have too much drama in the workplace. Some members aren’t a right fit. Not being able to compensate my team appropriately for their great work.

My office’s use of technology includes

Microsoft Office (or similar), Document Drafting, Client Database Management & Accounting software. Everything above and a few online technologies I’m experimenting with. Free & low-cost automated & integrated systems, streamlining internal processes.

The technology I use to enhance my client’s experience

What technology can be used to enhance a client’s experience? Client newsletter emails & similar online communications. Includes educational podcasts, webinars, emails, & other automated electronic media

If I could implement a new technology into my office, it would be

An improved website that attracts A+ clients. Free online programs to improve team efficiency & client communications. Artificial Intelligence to automate client attraction & retention.

As far as firm revenues & profitability

I’d like to increase my profits 25% this year. I’d like to annuitize my existing client-base. I’d like to double my revenues & work half as much.

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