The Efficient Advisor: Tactical Business Advice for Financial Planners 117: Client Intel Process, Taking of Fridays, and Group Coaching - MAILBAG EPISODE!
Time to open the mailbag! Libby is taking a break from the traditional format to answer some commonly asked questions from listeners. Today we're digging into:
- What's up the group coaching program and do you have a launch date?
- How do I create a process to capture personal preferences and unique intel on clients and what I do with it?
- What's the best way to whittle down my schedule and start taking more days off?
What's important to you is important to me! So, let's dive in!
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LINKS FROM THIS EPISODE:
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Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.