Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
164: Ideas to Implement - Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
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: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
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LINKS FROM THIS EPISODE
Check out Matt’s website here
Connect with Matt on LinkedIn here
Enroll in the One-Page Financial Plan Masterclass here
Books Mentioned:
Delivering Massive Value by Matthew Jarvis
Check out The First 100 Days Course: The Advisor's Blueprint for a…
The skinny
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