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

Episode 117 Published 3 years, 1 month ago
Description

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!
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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.

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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!




Join the Systems to Scale Group Coaching Program HERE

Register for the Asset+Map Do It Together Webinar HERE

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about T2MWorks 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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