56 min listen
125: Ideas to Implement - Level 2 Processes of the Systems to Scale Framework: CREATE
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
125: Ideas to Implement - Level 2 Processes of the Systems to Scale Framework: CREATE
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
11 minutes
Released:
Jul 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: Level 2 Processes of the Systems to Scale Framework: CREATE ---------------------LINKS FROM THIS EPISODE:Sign Up for the Systems to Scale Group Coaching & Mastermind Here!Book Recommendation: Built to Sell by John WarrilowEpisode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna LawsSuccessful 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 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