Bringing on a new team member? You need a simple 30-60-90 Day Success Plan. When new hires know what’s expected, they ramp up faster and feel more confident. Here’s the structure: • 30 days: Learn your systems, culture, and tools • 60 days: Contribute with support • 90 days: Take ownership with confidence Each phase should include goals, KPIs, and a clear path for feedback. Start by whiteboarding the plan, then document it as a workflow in your CRM so nothing slips through the crack. Your new hire doesn’t need guesswork, they need clarity. We’ve included a draft plan to help you kick things off.

Most advisors aren’t worried about being away, they’re worried about what might fall apart while they’re gone. You don’t need to work harder to earn rest. You need systems that keep working when you step away. Here’s the simplest path: 1. Document before you delegate. If the process lives in your head, you can’t unplug. 2. Automate what can’t wait. Let your CRM handle follow-ups and reminders. 3. Appoint a decision-maker. Someone should know what they can decide without you. 4. Set expectations. Tell your team and clients what to expect while you’re out. 5. Unplug for real. You built the business to support your life, not the other way around. Freedom comes from structure. And you deserve both.

Your CRM is probably getting used every day, it just isn’t creating the level of clarity or consistency you want yet. Those small cracks in your workflows, data, and processes add up over time, and they’re the reason things feel harder than they should. Our Wealthbox webinar was created to close those gaps. In this training, we walked through: - Why small inefficiencies become recurring weekly frustrations - How to turn “it mostly works” into reliable operations - What a clean, centralized CRM actually looks like inside an advisory firm This session is complete, clear, and built to help you see exactly what needs to change so your CRM becomes a true operational hub, not another source of friction. Here’s to smoother days ahead.