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!

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Episodes Mentioned:

#106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer

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!

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183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer

The Efficient Advisor: Tactical Business Advice for Financial Planners