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The Efficient Advisor: Tactical Business Advice for Financial Planners

169: Ideas to Implement - Delegating Tasks That Are Nuanced **FREE DOWNLOAD**

Feb 15, 2024
10:29

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: Delegating Tasks That Are Nuanced  **FREE DOWNLOAD** 

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LINKS FROM THIS EPISODE

Grab the Asset Transfer Script Download here!

Learn more about one-on-one coaching here

Enroll in the Perfect RIA masterclass here

Episodes mentioned:

#23: Delegate More Effectively with Fewer Errors [My System!]

#44: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships

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!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

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

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