Each week I am going to 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:  Systematizing Your Planning Process & "How Story"

Get your free “How-Story Script” from Libby as a free download for this episode! 

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LINKS FROM THIS EPISODE:
 
 Get the download here!

Episodes Mentioned:

#002: 5 strategies to work less (aka how I got down to 25 hrs a week!)

#012: Designing Your Perfect Schedule to Get it All Done in Less Time

#017: The #1 Most Effective Marketing Strategy Advisors are Missing Out On... And How to Get Started in VIDEO

#030: How to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing w/ Guest Deirdre Van Nest

#052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision

Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!

Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    

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

Check out more FREE resources and our FREE video library at

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!

Learn more about the Group Coaching & Mastermind HERE!

Check out the Efficient Advisor YouTube Channel HERE!

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.

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!