The Fragility of Complexity

The more complex a process gets in your financial advice practice, the more fragile it can become.

When we try to make a workflow “bulletproof” by adding more steps, we aren’t building a system; we’re building a script.

Those extra steps may be added to prevent what appears to be the problem on the surface, without first understanding what caused it.

A process should be a guide, not an encyclopedia. A balance of consistency where required and freedom for professional judgement where appropriate.

Simplicity is a strength.

If your “operations manual” is getting more detailed but it’s not saving the time you expected, it’s costing the business in more ways than one.

 

That’s usually a sign the process needs simplifying, not expanding.