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: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion
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LINKS FROM THIS EPISODE
Episode #146: How to Use a Template to Stay Organized and Deepen the Client Relationship
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The Efficient Advisor: Tactical Business Advice for Financial Planners