164: Ideas to Implement - Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
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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: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis ----------------------------------- LINKS FROM THIS EPISODE Check out Matt’s website here Connect with Matt on LinkedIn here Enroll in the One-Page Financial Plan Masterclass here Books Mentioned: Delivering Massive Value by Matthew Jarvis Download the Family Tree Template Here Enroll in The Perfect RIA Masterclass Here Connect with Libby on LinkedIn Here! Get on the Systems to Scale Group Coaching Waitlist Here 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!
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