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196: Ideas to Implement - Project Management vs Client Tasks with Guest Lauren Hong
Manage episode 422240941 series 3460679
תוכן מסופק על ידי Libby Greiwe. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Libby Greiwe או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.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: Project Management vs Client Tasks with Guest Lauren Hong
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LINKS FROM THIS EPISODE
Connect with Lauren on LinkedIn Here
Check out Out & About Communications Here
Visit Asana’s website Here
Learn more about ClickUp Here
Check out Trello 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!
פרקים
1. Project Management for Financial Advisors (00:00:00)
2. Project Management Software Comparison and Recommendations (00:09:58)
242 פרקים
שתפו
