15 min listen
169: Ideas to Implement - Delegating Tasks That Are Nuanced **FREE DOWNLOAD**
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
169: Ideas to Implement - Delegating Tasks That Are Nuanced **FREE DOWNLOAD**
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
10 minutes
Released:
Feb 15, 2024
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: Delegating Tasks That Are Nuanced **FREE DOWNLOAD** ----------------------LINKS FROM THIS EPISODEGrab the Asset Transfer Script Download here!Learn more about one-on-one coaching hereEnroll in the Perfect RIA masterclass hereEpisodes mentioned:#23: Delegate More Effectively with Fewer Errors [My System!]#44: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client RelationshipsDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful 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:
Feb 15, 2024
Format:
Podcast episode
Titles in the series (100)
008: Elevate Your Elevator Pitch by The Efficient Advisor: Tactical Business Advice for Financial Planners