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: *Free Download* Client Intel Process
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LINKS FROM THIS EPISODE
Grab the Client Intel Process PDF Here
Learn more about one-on-one coaching Here
Learn 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”
Enroll in The Perfect RIA masterclass Here
Learn more about the Group Coaching & Mastermind HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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!
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