4 min listen
059: Ideas to Implement - Specific Ideas to Add Value Your Clients Each and Every Meeting
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
059: Ideas to Implement - Specific Ideas to Add Value Your Clients Each and Every Meeting
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
4 minutes
Released:
Sep 8, 2022
Format:
Podcast episode
Description
Each week I am going to 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: Specific Ideas to Add Value Your Clients Each and Every Meeting -----------------------------------------------------------LINKS FROM THIS EPISODE:Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August. Successful 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:
Sep 8, 2022
Format:
Podcast episode
Titles in the series (100)
Efficient Advisor Podcast Trailer by The Efficient Advisor: Tactical Business Advice for Financial Planners