DiscoverThe Efficient Advisor: Tactical Business Advice for Financial Planners194: Ideas to Implement - Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion
194: Ideas to Implement - Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion

194: Ideas to Implement - Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion

Update: 2024-05-30
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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: 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 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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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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194: Ideas to Implement - Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion

194: Ideas to Implement - Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion

Libby Greiwe