EPISODE · Apr 4, 2024 · 8 MIN
183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
from The Efficient Advisor: Tactical Business Advice for Financial Planners · host Libby Greiwe
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: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer----------------------LINKS FROM THIS EPISODEConnect with John on LinkedIn HereLearn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Episodes Mentioned:#106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake BrewerRegister 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.
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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: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer ---------------------- LINKS FROM THIS EPISODE Connect with John on LinkedIn Here Learn More About the Retirement Tax Services Summit Here! Grab Your Focus Gummies Here! Click “Shop” →...
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183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
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