61 min listen
192: Ideas to Implement - Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
192: Ideas to Implement - Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
8 minutes
Released:
May 16, 2024
Format:
Podcast episode
Description
VEach 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: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor .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:
May 16, 2024
Format:
Podcast episode
Titles in the series (100)
002: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) by The Efficient Advisor: Tactical Business Advice for Financial Planners