127: Ideas to Implement - Level 3 Processes of the Systems to Scale Framework: ATTRACT

The Efficient Advisor: Tactical Business Advice for Financial Planners

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: Level 3 Processes of the Systems to Scale Framework: ATTRACT
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LINKS FROM THIS EPISODE:
Sign Up for the Systems to Scale Group Coaching & Mastermind Here!

Episode #052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision

Episode #062 (and Download!): Systematizing Your Planning Process & "How Story" on Get Advisor Fit w/ Olivia Luper

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Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.