THE PERFECT RIA |Not Documented, Not Done

What You'll Learn In Today's Episode:

The indispensable role of documentation in business operations.
The SOAP method (Subjective, Objective, Assessment, Plan) as a structured approach to note-taking.
Cultivating a culture of documentation within the organization enhances accountability and transparency.
By prioritizing documentation, businesses can safeguard themselves from potential legal and operational challenges.

In this episode, Jamie Shilanski dives deep into the critical role of documentation in the success of any business. Drawing from the experience of Shilanski Associates, Jamie showcases the transformative power of comprehensive CRM systems like Infinity and outlines the SOAP method for effective note-taking. By implementing effective documentation practices and leveraging advanced CRM systems, businesses can enhance efficiency, mitigate risks, and elevate client service standards.

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Not Documented, Not Done

What You'll Learn In Today's Episode:

Recommended Podcast

Leveling Up Leadership and Letting Go of Limits

Whose Table Do You Want a Seat At?

Mastering the Art of Delegation with BELAY’s Lisa Seal [Episdoe 283]

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