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 ---------------------- 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 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!