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: The Client Experience Cheat Code

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LINKS FROM THIS EPISODE:

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Episodes mentioned:

#93: 7 Processes Every Advisory Business Needs

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210: Ideas to Implement -- The Client Experience Cheat Code

The Efficient Advisor: Tactical Business Advice for Financial Planners