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: Even More Good Ideas You Can Implement Today
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LINKS FROM THIS EPISODE
Learn More About the Retirement Tax Services Summit Here!
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Episodes Mentioned:
#044: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships - find it on iTunes here!
#91: When A Prospect Says, “I’m Interviewing Several Advisors” and What to Do About It - find it on iTunes 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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The Efficient Advisor: Tactical Business Advice for Financial Planners