How to Follow a Process - And Not Fail.

Do you find yourself struggling to follow a process in your advisory practice? Maybe you’ve wondered how to create a process that truly works for you, aligns with your goals, and serves your clients effectively?

Since my transition to Byers Strategy Group, I’ve been working on redefining and establishing my processes. It’s been a challenging journey, but we’re making progress! There. Is. Hope.

When it comes to an effective process, it must be aligned with your purpose within your practice and the value you bring to your clients. Without that alignment, any process will feel like a struggle. Even if you manage to push through by sheer willpower, it can lead you in the wrong direction—leaving you frustrated and your business falling short of its potential. Following a process that doesn’t lead to meaningful results just won’t feel right.

If you don’t have a clear vision of where your practice is headed and WHY, it’s nearly impossible to create a process that works. Your vision and mission should come first. Why do you do what you do? What are you aiming to achieve for your clients and your business? Once you have clarity on that, you’ve got the foundation to build your processes—purpose-driven processes.

| START WITH YOUR WHY > THEN BUILD FROM THERE.

How does each hour of your day as an advisor point back to your purpose and your clients’ needs? If our purpose doesn’t inform how we spend our time… then what. are. we. doing?

This doesn’t mean you have to custom design every process from scratch, creating elaborate systems. There’s a lot we can learn from other successful advisors and practices. Your unique value is in personalization. Simply replicating someone else’s process can lead you toward someone else’s goals. Instead, draw inspiration from proven processes, but tailor them to align with your practice’s purpose and your individual strengths. After all, many of us struggle with follow-through when using processes that weren’t designed with us in mind.

If you’ve struggled with processes, take a moment to assess what you’ve tried before and how well those processes align with your vision, mission, and unique skills. Redesign those processes and customize them for your practice.

Here are three challenges for you this week—pick one:

Revise a Process You Struggle With: Identify a process in your advisory practice that hasn’t been working well for you. Use your mission or purpose as an advisor to refine it. Ensure that each step aligns with your "why" and serves your clients better.

Create a New Process: Look at an area of your advisory business where you need a new or better process. Using your mission to guide you, write out a simple three-step process. For example, if you want to streamline your client onboarding, consider steps that reflect your commitment to personalized service and trust-building.

Write Your Purpose Statement: Take time to define why you became a financial advisor and what you aim to achieve for your clients. Once you have that, ask yourself: How committed am I to designing processes that align with that purpose?

Whether you thrive on structure or tend to struggle with sticking to processes, I hope today’s message encourages you to approach your practice with clarity and purpose.

Go big, go bold, and go being YOU.