Streamlining Financial Planning with One-Page Plans

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!

Here are the Action Items to Tuesday's podcast:  Five Strategies I Used to Work 25 Hours a Week.

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LINKS FROM THIS EPISODE:

Download the Family Tree Template Here

Enroll in The Perfect RIA One Page Financial Plan Masterclass Here

Episodes Mentioned:

Episode #12: Designing Your Perfect Schedule to Get it All Done in Less Time

Episode #10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

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