“Our clients get this completely complimentary, but for the next five listeners, they call 801-210-5500 ... we will give you your very own complimentary retirement money map”
♫
Said on Retire Right Radio
“I've got a similar tool that I get clients to do. It's like a values exercise. I'm happy to share the template.”
Australian Investors Podcast · Rewind: Financial IQ vs EQ - Karen Eley on the money habits that matter
Play from 20:10
20:10
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
gives clients a values-exercise template to complete
Said nearby on the same subject
“Download our price increase letter template. It comes straight from our workshop, Accounting Practice Academy, and has been used by countless owners to increase their profitability without losing clients.”
RR
Ryan Ross
Accountant's Flight Plan ·
“If you're a course creator... what else are you going to give community? Are you going to give worksheets, templates, coaching? ... Sometimes people would really benefit from an app that helps them get the result promised”
AS
Alex Standiford
LMScast with Chris Badgett ·
“It takes 27 million clicks for me to get to templates so that I can fill out a core 28 template just for one specific property.”
RR
Risk Remedy
Profiles in Risk ·
Moments like this, every Monday
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Track a competitor?
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.