Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
045: Ideas to Implement - The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
Here are the Action Items to Tuesday's podcast: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
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Links from Today’s Episode
Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here!
Interested in joining me pre-conference at XYPN Live? Get more details Here!
Connect with Libby on LinkedIn Here
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