099: Ideas to Implement - Specific Strategies for Creating Freedom Through Systems and Processes -Matt Delzingaro Interviews Me!

The Efficient Advisor: Tactical Business Advice for Financial Planners

02-03-2023 • 9 mins

Each week I am going to 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: Specific Strategies for Creating Freedom Through Systems and Processes -Matt Delzingaro Interviews Me!
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LINKS FROM THIS EPISODE:

Connect with Matt Delzingaro here on LinkedIn.
Connect with Libby here on LinkedIn.

Grab the 37-Point Tax Checklist Here!
Email  your receipt to efficientadvisor@gmail.com to get your BONUS.

Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value


Check out Steven's tax content 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!





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!