051: Ideas to Implement - Mailbag! episode artwork

EPISODE · Aug 11, 2022 · 18 MIN

051: Ideas to Implement - Mailbag!

from The Efficient Advisor: Tactical Business Advice for Financial Planners · host Libby Greiwe

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: Mailbag Episode!  --------------------------------------------------LINKS FROM THIS EPISODE:iTunes Links to Episodes Mentioned:Invest in a Kolbe A Index and Kolbe Right Fit Here! #012: Designing Your Perfect Schedule to Get it All Done in Less Time - Here!​​#046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton - Here!#015: 7 Strategies to Reduce Team Interruptions with Productivity Expert Amber de La Garza - Here!3-Part Video Series on Hiring with Erin Carlson - Here!Connect with Libby on LinkedIn HereWant 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 waitlist here for more information on the next session coming this August.   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.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for the Quin x Efficient Advisor Show & Tell HERE!Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Episode metadata supplied by the publisher feed · Published Aug 11, 2022

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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: Mailbag Episode! -------------------------------------------------- LINKS FROM THIS EPISODE: iTunes Links to Episodes Mentioned: Invest in a Kolbe A Index and Kolbe Right Fit Here! #012: Designing Your Perfect Schedule to Get it All Done in Less Time - Here! ​​#046: Two Assessments Yo...

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051: Ideas to Implement - Mailbag!

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This episode was published on August 11, 2022.

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