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: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer

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LINKS FROM THIS EPISODE

Connect with John on LinkedIn Here

Learn More About the Retirement Tax Services Summit Here!

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Episodes Mentioned:

#106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer

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Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass Here

Connect with Libby on LinkedIn Here!

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