Minimise pinballing during process completion.
The old carpenter’s rule of ‘measure twice, cut once’ really does hold true when completing complex documentation such as multiple advice SoAs. For example, when you have a paraplanner supporting the advice generation process, you want to invest sufficient time early for a comprehensive advice brief, combined with clever technology adoption to support the briefing process. That way your rework and pinballing of next steps between team members is minimised, and you’re ready to deliver outstanding advice to clients earlier.
Simplify wherever possible.
Any process with less steps or less people handling it can usually be done faster and at a higher level of quality. Another option is to have things done in parallel rather than in sequence when they aren’t reliant on each other.
Source lateral and objective thinking for innovation (internal and external).
It’s not easy to continuously improve your operations when you’re busy balancing work and personal life. The path of least resistance, or the status quo trap, may be the victor in this instance and yet the status quo could well result in you working even harder for the same outcomes down the track. Sometimes a more deliberate facilitation of ideas and innovations from your team can produce great outcomes. Furthermore, getting help and insight from a trusted partner can give your business a real boost and enable your true potential to be realised.
