#14: What are Workflows and Why are They Important?

Episode 14: What are Workflows and Why are They Important? 02:49 - Understanding Workflows and Processes 04:43 - Setting Up Workflows for a Project 06:26 - Standardizing a Process with a Series of Steps 08:39 - Turning Processes Into a Visual Workflow 09:49 - Planning Out the Work with the Client 11:35 - Doing Your Work with Less Effort 16:15 - Making Adjustments to the Workflows 20:22 - Using Checklist to Break Down Tasks 24:06 - Financial Coaching-Related Prospect Workflows 29:22 - Don’t Lose Out on Clients and Sales Opportunites Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity Already decided you’re going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow