10 min listen
147: Ideas to Implement - How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
147: Ideas to Implement - How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
10 minutes
Released:
Oct 26, 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: How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship----------------------------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 26, 2023
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