055: Ideas to Implement - The Anatomy of an Effective Review Meeting Agenda that Drives Results

Each week I am going to recap the implementable ideas from this week's full-length podcast.  Consider me your accountability fairy!
 
 Here are the Action Items to Tuesday's podcast:  The Anatomy of an Effective Review Meeting Agenda that Drives Results

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 LINKS FROM THIS EPISODE:

Get the template here!

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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Learn more about the Group Coaching & Mastermind HERE!

Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!)

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!

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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.