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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: Two Phrases To NEVER USE When Following Up with a Prospect (and What to Say Instead!)
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LINKS FROM THIS EPISODE:
Episodes Mentioned:
Episode #93: 7 Processes Every Advisory Business Needs
Episode #94: My Simple Trick to Get Prospects to Finally Book an Appointment
Get on the Systems to Scale Group Coaching Waitlist Here
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!
Learn more about our sponsor Beemo Automation 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.
By Libby Greiwe4.9
126126 ratings
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: Two Phrases To NEVER USE When Following Up with a Prospect (and What to Say Instead!)
—----------------------------------------------
LINKS FROM THIS EPISODE:
Episodes Mentioned:
Episode #93: 7 Processes Every Advisory Business Needs
Episode #94: My Simple Trick to Get Prospects to Finally Book an Appointment
Get on the Systems to Scale Group Coaching Waitlist Here
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!
Learn more about our sponsor Beemo Automation 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.

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