145: Ideas to Implement - Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team
The Efficient Advisor: Tactical Business Advice for Financial Planners

145: Ideas to Implement - Create a ”Guided Responses” Cheat Sheet to Improve Client Service and Empower Your Team

2023-10-19
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:  Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team-----------------------------------------------------------Learn more about the Group Coaching & Mastermind HERE! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those w...
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