From Chaos to Clarity

Systemizing Success with SOPs and Workflows

Many financial advisors hit a point where growth introduces complexity. What begins as a high-touch, personalized experience can quickly become inconsistent or overly dependent on one individual. That's where structure isn't just helpful, it's a competitive advantage.

In this conversation, we explore how leading advisory teams are elevating performance through well-crafted Standard Operating Procedures (SOPs). These SOPs aren't static checklists, they're living systems: standardized, continually optimized, and ultimately made proprietary to reflect the firm's unique value.

This clip is an excerpt from episode 78 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Eric Boyce and Kelly Griggs of Boyce & Associates Wealth Consulting. 

Stream the entire episode on your favorite podcast channel:

Apple Podcasts: paretosys.co/ao-ap
Spotify: paretosys.co/ao-sp
All Platforms: paretosys.co/ao-bb