Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
059: Ideas to Implement - Specific Ideas to Add Value Your Clients Each and Every Meeting
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
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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 skinny
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