56 min listen
111: Ideas to Implement: Tips & Tricks from the Trenches - Advisor Success Story
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
111: Ideas to Implement: Tips & Tricks from the Trenches - Advisor Success Story
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
8 minutes
Released:
Apr 13, 2023
Format:
Podcast episode
Description
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: Tips & Tricks from the Trenches - Advisor Success Story ----------------------------------LINKS FROM THIS EPISODE:Grab Derrick's book here!Check out Derrick on LinkedIn here!Learn more about Derrick at his website!Grab the 37-Point Tax Checklist Here!(Email your receipt to efficientadvisor@gmail.com to get your BONUS)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:
Apr 13, 2023
Format:
Podcast episode
Titles in the series (100)
011: How to ACTUALLY Get Referrals from CPAs, Attorneys & Other Professionals with guest Michelle Klisanich by The Efficient Advisor: Tactical Business Advice for Financial Planners