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: Even More Good Ideas You Can Implement Today
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LINKS FROM THIS EPISODE
Learn More About the Retirement Tax Services Summit Here!
Grab Your Focus Gummies Here!
Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”
Episodes Mentioned:
#044: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships - find it on iTunes here!
#91: When A Prospect Says, “I’m Interviewing Several Advisors” and What to Do About It - find it on iTunes here!
Get on the Systems to Scale Group Coaching Waitlist Here
Learn more about Bee Automation Here
Connect with Ben on LinkedIn Here
AI Websites:
Perplexity AI
Fireflies.AI
Zapier
Zocks
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching Waitlist Here
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