26 min listen
045: Ideas to Implement - The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
045: Ideas to Implement - The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
7 minutes
Released:
Jul 21, 2022
Format:
Podcast episode
Description
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy! Here are the Action Items to Tuesday's podcast: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships -----------------------------------------Links from Today’s EpisodeNever Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here!Interested in joining me pre-conference at XYPN Live? Get more details Here!Connect with Libby on LinkedIn HereCurious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August. 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.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
Jul 21, 2022
Format:
Podcast episode
Titles in the series (100)
006: How Taking A Month Off Will Make Your Business More Productive and Profitable... Seriously! by The Efficient Advisor: Tactical Business Advice for Financial Planners