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183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
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Вміст надано Libby Greiwe. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Libby Greiwe або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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
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LINKS FROM THIS EPISODE
Connect with John on LinkedIn Here
Learn More About the Retirement Tax Services Summit Here!
Grab Your Focus Gummies Here!
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Episodes Mentioned:
#106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer
Join the Group Coaching & Mastermind HERE!
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
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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!
Розділи
1. Legacy Letter Event Impactful Integration (00:00:00)
2. Episode 106 Recap and Special Pricing (00:07:31)
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