10 min listen
055: Ideas to Implement - The Anatomy of an Effective Review Meeting Agenda that Drives Results
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
055: Ideas to Implement - The Anatomy of an Effective Review Meeting Agenda that Drives Results
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
12 minutes
Released:
Aug 25, 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 Anatomy of an Effective Review Meeting Agenda that Drives Results-------------------------------------------------- LINKS FROM THIS EPISODE:Get the template here! Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious 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:
Aug 25, 2022
Format:
Podcast episode
Titles in the series (100)
001: I'm Back! An Introduction to The Efficient Advisor by The Efficient Advisor: Tactical Business Advice for Financial Planners