10 min listen
079: Ideas to Implement - How to Re-Onboard Existing Clients And Update the Way You Do Business
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
079: Ideas to Implement - How to Re-Onboard Existing Clients And Update the Way You Do Business
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
7 minutes
Released:
Nov 17, 2022
Format:
Podcast episode
Description
Each week I am going to 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: How to Re-Onboard Existing Clients And Update the Way You Do Business------------------------------------------------------LINKS FROM THE SHOW: Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon. 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:
Nov 17, 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