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: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis

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LINKS FROM THIS EPISODE

Check out Matt’s website here

Connect with Matt on LinkedIn here

Enroll in the One-Page Financial Plan Masterclass here

Books Mentioned:

Delivering Massive Value by Matthew Jarvis

Join the Group Coaching & Mastermind HERE!

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass Here

Connect with Libby on LinkedIn Here!

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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!