))
196: Ideas to Implement - Project Management vs Client Tasks with Guest Lauren Hong
Manage episode 422240941 series 3460679
Content provided by Libby Greiwe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Libby Greiwe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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
—------------------------------------------------
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
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!
Chapters
1. Project Management for Financial Advisors (00:00:00)
2. Project Management Software Comparison and Recommendations (00:09:58)
212 episodes
Share
