Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners

005: 6 Ways 'Delay Delivery' in Outlook will Make Your Life Easier
What is delay delivery? Well as most of you might already know, it’s a cool little feature in outlook (and some other email service providers) that allows you to write an email and send it at a later time. This seems like kind of a funny tool to get excited about but today we’re going to talk about 6 ways you can use this tool to make your life a little easier.
And making your life easier as an advisor is what I am all about here at the Efficient Advisor.
So this little email feature will save you time, help you not let things slip between the cracks AND help you follow up with your…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.