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: Free to Fee---How to Start Charging for Planning, Even in a BD World With Bryan Jansen

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LINKS FROM THIS EPISODE

Check out Bryan’s website here

Connect with Bryan on LinkedIn here

Episodes Mentioned:

#95: KPI’s to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD*

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass 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!

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Connect with Libby on LinkedIn HERE!

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153: Ideas to Implement - Free to Fee—How to Start Charging for Planning, Even in a BD World

The Efficient Advisor: Tactical Business Advice for Financial Planners