Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
147: Ideas to Implement - How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship
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: How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship
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The skinny
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