What happens after the sale matters more than most advisors realize!

Most listeners understand the 80/20 rule - 20% of our efforts produce 80% of the results. For financial advisors, that 20% is sitting across from a client or prospect.

But problems show up in the other 80% of advisor's efforts- writing apps, fixing NIGOs, tracking paperwork, chasing signatures, calling carriers, following up on money, etc. When there are no real processes in place, things fall through the cracks fast.

And when help is hired without processes or without teaching them how to think like an advisor, those problems just get passed down. Deadlines get missed. Priorities get confused. The back office becomes the bottleneck.

In this episode, Justin sits down with Katelyn Graham, founder of The Admin Effect, to talk through this exact scenario that so many advisors face.

Katelyn and her team work inside advisor back offices every day and what she shares in this conversation explains why so many firms stay stuck in the grind even when production is strong.

If you or your team is busy but not productive and growth feels heavy, this conversation will hit home.

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Guests and companies featured on Beyond The IMO are selected based on relevance and value to independent advisors. Neither Justin nor Beyond The IMO receive compensation, referral fees, or incentives tied to who appears on the show.