183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
Listen now
Description
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” → 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 Brewer 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!
More Episodes
On the podcast this week, we dive into the powerful tool of time studies and how they can help advisors optimize their most valuable resource: time.Ever feel like you’ve been busy all day but have little to show for it? Yep. Me too.Conducting a time study can help you identify where your time is...
Published 09/24/24
Have you ever dreamed of writing a book, but found yourself held back by thoughts like:“It sounds too hard.”“I don’t know what I’d write about that hasn’t been done before.”“I’m not really good at writing.”“I don’t even know where to start—or who has the time?”You’re not alone in this. Many of us...
Published 09/17/24