Episode Details

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: Delegating Tasks That Are Nuanced  **FREE DOWNLOAD** 

----------------------

LINKS FROM THIS EPISODE

Grab the Asset Transfer Script Download here!

Learn more about one-on-one coaching here

Enroll in the Perfect RIA masterclass here

Episodes mentioned:

#23: Delegate More Effectively with Fewer Errors [My System!]

#44: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships

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.