Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
004: Steal My Email Templates
Copy and Paste..... Those words are music to my ears.
Why? Because it means I did the work once, and now I can just use it over and over again.
Why? Because it means that it’s going to be easier than if I had to start from scratch.
Why? Because it means that I have more time to do other things that are ‘high value’ activities.
Why? Because if you have turnover on your team it’s already created for the new person to follow.
If you’ve followed the EA for any period of time…. You know I’m a HUGE fan of templating processes. They allow me and my team to work so much more efficiently. We use them…
The skinny
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