Time to open the mailbag! Libby is taking a break from the traditional format to answer some commonly asked questions from listeners. Today we're digging into:

What's up the group coaching program and do you have a launch date?
How do I create a process to capture personal preferences and unique intel on clients and what I do with it?
What's the best way to whittle down my schedule and start taking more days off?

What's important to you is important to me! So, let's dive in!
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LINKS FROM THIS EPISODE:

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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

117: Client Intel Process, Taking of Fridays, and Group Coaching - MAILBAG EPISODE!

The Efficient Advisor: Tactical Business Advice for Financial Planners