15 min listen
145: Ideas to Implement - Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
145: Ideas to Implement - Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
10 minutes
Released:
Oct 19, 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: Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team-----------------------------------------------------------Connect with Libby on LinkedIn Here!Curious about what all is involved in the Efficient Advisor’s group coaching program? Get on the Systems to Scale Group Coaching & Mastermind Waitlist Here!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:
Oct 19, 2023
Format:
Podcast episode
Titles in the series (100)
008: Elevate Your Elevator Pitch by The Efficient Advisor: Tactical Business Advice for Financial Planners