15 min listen
185: Ideas to Implement - *Free Download* Client Intel Process
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
185: Ideas to Implement - *Free Download* Client Intel Process
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
10 minutes
Released:
Apr 18, 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: *Free Download* Client Intel Process----------------------LINKS FROM THIS EPISODEGrab the Client Intel Process PDF HereLearn more about one-on-one coaching HereLearn More About the Retirement Tax Services Summit HereGrab Your Focus Gummies HereClick “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Enroll in The Perfect RIA masterclass HereDownload 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 18, 2024
Format:
Podcast episode
Titles in the series (100)
008: Elevate Your Elevator Pitch by The Efficient Advisor: Tactical Business Advice for Financial Planners