The Efficient Advisor: Tactical Business Advice for Financial Planners

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


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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: 

  1. What's up the group coaching program and do you have a launch date?

  2. How do I create a process to capture personal preferences and unique intel on clients and what I do with it?

  3. 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!
_____________________________

LINKS FROM THIS EPISODE:

Get on the Systems to Scale Group Coaching Waitlist 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!




Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - 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!

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The Efficient Advisor: Tactical Business Advice for Financial PlannersBy Libby Greiwe

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