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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: *Free Download* Client Intel Process
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LINKS FROM THIS EPISODE
Grab the Client Intel Process PDF Here
Learn more about one-on-one coaching Here
Learn More About the Retirement Tax Services Summit Here
Grab Your Focus Gummies Here
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Enroll in The Perfect RIA masterclass Here
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!
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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!