194: Ideas to Implement - Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion

2024-05-30

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: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion-----------------LINKS FROM THIS EPISODEEpisode #146: How to Use a Template to Stay Organized and Deepen the Client RelationshipGrab Your Ticket for the RTS Tax Summit HereLearn more about the Group Coaching & ...

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: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion

-----------------

LINKS FROM THIS EPISODE

Episode #146: How to Use a Template to Stay Organized and Deepen the Client Relationship

Grab Your Ticket for the RTS Tax Summit Here

Learn more about the Group Coaching & Mastermind HERE!

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!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

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.

Comments (3)