24 min listen
117: Client Intel Process, Taking of Fridays, and Group Coaching - MAILBAG EPISODE!
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
117: Client Intel Process, Taking of Fridays, and Group Coaching - MAILBAG EPISODE!
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
42 minutes
Released:
May 16, 2023
Format:
Podcast episode
Description
Time to open the mailbag! Libby is taking a break from the traditional format to answer some commonly asked questions from listeners. Today we're digging into: What's up the group coaching program and do you have a launch date?How do I create a process to capture personal preferences and unique intel on clients and what I do with it?What's the best way to whittle down my schedule and start taking more days off?What's important to you is important to me! So, let's dive in!_____________________________LINKS FROM THIS EPISODE:Get on the Systems to Scale Group Coaching Waitlist Here!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:
May 16, 2023
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