24 min listen
183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
8 minutes
Released:
Apr 4, 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: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer----------------------LINKS FROM THIS EPISODEConnect with John on LinkedIn HereLearn 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”Episodes Mentioned:#106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake BrewerDownload 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:
Apr 4, 2024
Format:
Podcast episode
Titles in the series (100)
005: 6 Ways 'Delay Delivery' in Outlook will Make Your Life Easier by The Efficient Advisor: Tactical Business Advice for Financial Planners