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164: Ideas to Implement - Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
Manage episode 397545639 series 3460679
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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: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
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LINKS FROM THIS EPISODE
Check out Matt’s website here
Connect with Matt on LinkedIn here
Enroll in the One-Page Financial Plan Masterclass here
Books Mentioned:
Delivering Massive Value by Matthew Jarvis
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
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!
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