The Efficient Advisor: Tactical Business Advice for Financial Planners 099: Ideas to Implement - Specific Strategies for Creating Freedom Through Systems and Processes -Matt Delzingaro Interviews Me!
Each week I am going to 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: Specific Strategies for Creating Freedom Through Systems and Processes -Matt Delzingaro Interviews Me!
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LINKS FROM THIS EPISODE:
Connect with Matt Delzingaro here on LinkedIn.
Connect with Libby here on LinkedIn.
Grab the 37-Point Tax Checklist Here!
Email your receipt to efficientadvisor@gmail.com to get your BONUS.
Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value
Check out Steven's tax content 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!
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!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.