196: Ideas to Implement - Project Management vs Client Tasks with Guest Lauren Hong

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: Project Management vs Client Tasks with Guest Lauren Hong

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LINKS FROM THIS EPISODE

Connect with Lauren on LinkedIn Here

Check out Out & About Communications Here

Visit Asana’s website Here

Learn more about ClickUp Here

Check out Trello Here

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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