Every restaurant in the world is managed by a little red book. The Managers Red Book. Simple. Right?
Every day you’d open the red book to find two pages for that day. It was broken down into every imaginable category and topic.
Shift problems, order notes, labor issues, etc. The very simple rule is that each manager takes 15 minutes to jot down, check boxes, and leave clear notes for the next manager and shift. 15 minutes.
If you take 2 minutes after each client or prospect meeting to make notes and hand out assignments in your CRM you will create a seamless and thriving practice. And just like the restaurant business, investment clients have hundreds if not thousands of choices.
Don’t make it easy for them to drive away from your kitchen, never to return; good news travels fast, bad news is already there!