147: Ideas to Implement - How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship
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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: How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship
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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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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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