Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
072: Stop the Inbox Insanity! 10 Strategies to Tame and Maintain Your Inbox w/ Amber De La Garza
I have a secret. A couple years ago, when I was running my planning practice,… I had over 2,800 emails in my inbox. I used my inbox for storage, as a to do list, and all the other things you are not supposed to do.
I know what you’re thinking… but you’re the “efficient advisor!?!” How could this incongruency happen!?!
While systems and processes are kinda my thing... my inbox was something I could never really get control of. I was so deep in it I couldn’t see the way out… it was my dirty little secret.
Until I met Amber – The Productivity Specialist.
Amber gave me some simple strategies to…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.