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Putting the Power of Task Lists to Work

  • By Andrea Schlapia
  • |
  • April 9, 2018

Think about your financial advisor practice and ask yourself these critical questions:

  • Do we have standard operating procedures?
  • Are we treating every client consistently?
  • Or are we just winging it and hoping we get it right day to day?

If you don’t have written task lists for each member of your organization, I promise you it’s almost impossible to have your firm run like the well-oiled machined it could potentially be.

In my latest video, see how task lists will be a powerful part of converting your business from chaos to calm.

I have a client who recently told me that they used to feel like they “were all flying by the seat of our pants.”

Fortunately, we carefully created detailed job descriptions and task lists for the entire crew, and they are now enjoying a measured, purposeful approach to every day.

“Task Lists are the antidote to uncertainty and complexity.” – Andrea Schlapia

Instead of having that sinking feeling of unpredictability as you walk into your business each morning, embrace the power of task lists and you’ll instantly see positive changes in your practice.

If you need help implementing task lists for your team or assistance in any other area of practice improvement, we’re here for you. Your first task on the list is to contact us!

Are you just getting by or are you getting better? Get started today!

Author Bio

Andrea Schlapia, RCC™, HCS, sHRBP, is the Founder and CEO of Ironstone, which represents the culmination of her 20+ year career within the financial services industry. Her experience began as a financial advisor evolving into a consultant coach for advisors entering the field. This ignited her passion to support others through learning and development of best practices in order to achieve substantial results. To this end, she followed her desire into positions of senior-level practice management specialists for Dreyfus, Prudential, and DWS Investments prior to the realization of Ironstone.  Andrea’s focus is on practice management strategies to enhance and improve both business and personal life. Andrea identifies 4 key performance areas known as the Fundamental 4™, which are required to design, develop, and sustain a successful business. Through coaching sessions and speaking engagements, she captivates her audience with interactive, high-energy presentations which are built with “how-to” strategies resulting in real-world implementation for significant impact. Andrea has been featured in multiple publications and audio broadcasts as a specialist and distinguished spokeswoman in the financial industry.