059: Ideas to Implement - Specific Ideas to Add Value Your Clients Each and Every Meeting episode artwork

EPISODE · Sep 8, 2022 · 4 MIN

059: Ideas to Implement - Specific Ideas to Add Value Your Clients Each and Every Meeting

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 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 -----------------------------------------------------------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 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.comLooking 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 Sep 8, 2022

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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 ----------------------------------------------------------- LINKS FROM THIS EPISODE: Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre...

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059: Ideas to Implement - Specific Ideas to Add Value Your Clients Each and Every Meeting

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