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194: Ideas to Implement - Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion
Manage episode 421150636 series 3460679
Kandungan disediakan oleh Libby Greiwe. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Libby Greiwe atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion
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LINKS FROM THIS EPISODE
Episode #146: How to Use a Template to Stay Organized and Deepen the Client Relationship
Grab Your Ticket for the RTS Tax Summit Here
Join the Group Coaching & Mastermind HERE!
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass 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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1. Efficient Advisor Action Steps (00:00:00)
2. Focus on Client Impact, Not Comparison (00:09:33)
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