15 min listen
175: Ideas to Implement - Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
175: Ideas to Implement - Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
8 minutes
Released:
Mar 7, 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: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson----------------------LINKS FROM THIS EPISODEConnect with Carter on LinkedIn Here!Learn More About the Advisor Client Acquisition Kit Here!Check Out Carter’s Estate Planning Package Here!Learn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Download 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:
Mar 7, 2024
Format:
Podcast episode
Titles in the series (100)
008: Elevate Your Elevator Pitch by The Efficient Advisor: Tactical Business Advice for Financial Planners