DiscoverThe Efficient Advisor: Tactical Business Advice for Financial Planners183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer

183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer

Update: 2024-04-04
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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: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer

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LINKS FROM THIS EPISODE

Connect with John on LinkedIn Here

Learn More About the Retirement Tax Services Summit Here!

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Episodes Mentioned:

#106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer

Join the Group Coaching Waitlist Here

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass Here

Connect with Libby on LinkedIn Here!

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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!

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183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer

183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer

Libby Greiwe