Learn how Citrine Money overcame the challenge of documenting business processes and training staff, achieving a structured, scalable, and fully systemised financial advisory business with Momentum Systems.
As a sole operator, Jake Brennan from Citrine Money had built a successful financial advisory business relying on his own knowledge and expertise.
However, as the business grew and a team was introduced, the challenge of transferring this knowledge and creating structured, repeatable processes became apparent.
“The challenges I was facing revolved around being able to effectively systemise the processes in my business. As a sole operator, I had all the knowledge in my head and struggled with teaching my staff, recording everything, or even knowing how to approach it.”
Without a structured approach, training new employees was time-consuming, and ensuring consistency across operations was difficult.
Jake Brennan
Founder and Owner, Citrine Money
“The key benefit I found was just learning the systemising approach, which has changed my way of thinking about business structure and how I see the operations of my business.”
Your Business Momentum introduced a structured approach to systemisation, helping Citrine Money move from reliance on individual expertise to a fully documented, accessible, and trackable business model.
Here’s how Momentum Systems supported Citrine Money:
With Momentum Systems in place, Citrine Money now operates with fully documented processes that support business growth, efficiency, and team alignment.
“I now have my full business systemised, with an online platform to track. I’ve learned enough to review my systems, update them, or identify what’s missing or can be improved. Now, I have a framework for the future.”
Moving forward, systemisation will remain a core part of Citrine Money’s operations. Employees are encouraged to engage with
documented processes, provide feedback, and drive continuous improvement.
“The Systemology framework will be a big part of my business moving forward. All current staff are actively encouraged to learn about Systemology, read and refine the current systems, and look for ways to improve.”
If you’re ready to get started with using systems and processes in your business and want to fast-track the process, then book a call today to find out more information on getting started.
The YBM Momentum Systems team looks forward to hearing from you.
Free up your time and ensure consistency across your business by documenting your key business processes. Get the hands-on support, step-by-step training, and proven tools you need to build a systems-driven business.
Our team of systems experts can assist you in mapping out and documenting the critical systems for your business.
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