Freelance Investment Strategist Workflow Map

In this article, we’ve created a starter Freelance Investment Strategist Workflow Map that you can use to start planning out your product/service delivery and we’ve outlined a few examples of experiments that you can run in your Freelance Investment Strategist role.

Ready to get started? Download the Workflow Map template or get in touch to discuss how a workflow coach could help you fast-track your business improvement.

Systems & Processes for Freelance Investment Strategist

The path towards better systems and processes in your Freelance Investment Strategist role starts with mapping out your most important business processes. Being able to see your business processes laid out visually helps you to collaborate with your team on how to improve and grow. By repeating this collaboration process, you’ll develop a culture of continuous improvement that leads to a growing business and streamlined systems and processes that increase customer & staff experience.

To help you start mapping out your processes, we’ve developed a sample flow for a Freelance Investment Strategist Workflow Map that you can use with your team to start clarifying your processes and then run Business Experiments so you can build a better business.

Workflow Map For A Freelance Investment Strategist

1. Initial consultation: Meet with clients to understand their investment goals, risk tolerance, and financial situation.
2. Investment analysis: Conduct thorough research and analysis to identify suitable investment opportunities based on the client’s objectives.
3. Portfolio construction: Develop a customized investment portfolio that aligns with the client’s goals and risk profile.
4. Investment recommendations: Present investment recommendations to the client, explaining the rationale behind each recommendation.
5. Implementation: Execute the investment decisions by purchasing or selling securities on behalf of the client.
6. Monitoring and reporting: Regularly review the performance of the client’s portfolio and provide detailed reports on investment returns and progress towards goals.
7. Risk management: Continuously assess and manage risks associated with the client’s investments, making adjustments as necessary.
8. Communication and client support: Maintain open lines of communication with clients, addressing any questions or concerns they may have regarding their investments.
9. Performance evaluation: Conduct periodic evaluations of the investment strategy and portfolio performance to identify areas for improvement.
10. Continuous improvement: Utilize feedback from clients and industry trends to refine and enhance the investment process, ensuring ongoing improvement in service delivery

Business Growth & Improvement Experiments

Experiment 1: Client Referral Program
Description: Implement a client referral program where existing clients are incentivized to refer new clients to the freelance investment strategist. Offer a reward, such as a discount on future services or a cash bonus, to clients who successfully refer new business. Promote the program through email campaigns, social media, and personal outreach.
Expected Outcome: Increased client acquisition through word-of-mouth referrals, leading to a larger client base and higher revenue for the freelance investment strategist.

Experiment 2: Streamlined Onboarding Process
Description: Review and optimize the onboarding process for new clients. Identify any bottlenecks or inefficiencies in the current process and implement improvements. This may include creating standardized templates for client agreements, streamlining document collection procedures, and utilizing digital tools for seamless communication and document sharing.
Expected Outcome: Reduced onboarding time, improved client experience, and increased client satisfaction, resulting in higher client retention rates and positive referrals.

Experiment 3: Content Marketing Strategy
Description: Develop and execute a content marketing strategy to establish the freelance investment strategist as a thought leader in the finance and accounting industry. Create high-quality blog posts, articles, or videos that provide valuable insights and advice to potential clients. Promote the content through social media, email newsletters, and guest posting on relevant industry websites.
Expected Outcome: Increased brand visibility, enhanced credibility, and a larger online presence, leading to a higher number of inbound leads and potential clients.

Experiment 4: Performance Tracking and Reporting
Description: Implement a robust performance tracking and reporting system to provide clients with regular updates on the progress of their investments. Utilize data visualization tools and automate reporting processes to ensure accurate and timely delivery of performance reports. Seek client feedback to refine the reporting format and content.
Expected Outcome: Improved transparency, enhanced client satisfaction, and increased trust in the freelance investment strategist’s expertise, resulting in higher client retention rates and potential referrals.

Experiment 5: Strategic Partnerships
Description: Identify potential strategic partners within the finance and accounting industry, such as financial advisors, tax consultants, or wealth management firms. Establish mutually beneficial partnerships where both parties can refer clients to each other. Collaborate on joint marketing initiatives, webinars, or events to expand the reach and network of both businesses.
Expected Outcome: Increased referral opportunities, access to a wider client base, and potential cross-selling opportunities, leading to business growth and diversification

What Next?

The above map and experiments are just a basic outline that you can use to get started on your path towards business improvement. If you’d like custom experiments with the highest ROI, would like to work on multiple workflows in your business (for clients/customers, HR/staff and others) or need someone to help you implement business improvement strategies & software, get in touch to find out whether working with a workflow coach could help fast-track your progress.