02.01.2024 - By Libby Greiwe
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: What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP-----------------------------------LINKS FROM THIS EPISODEConnect with Stephen on LinkedIn hereDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on ...