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005: 6 Ways 'Delay Delivery' in Outlook will Make Your Life Easier

005: 6 Ways 'Delay Delivery' in Outlook will Make Your Life Easier

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners


005: 6 Ways 'Delay Delivery' in Outlook will Make Your Life Easier

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners

ratings:
Length:
24 minutes
Released:
Dec 14, 2021
Format:
Podcast episode

Description

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 prospects. You can use Delay Delivery to:·       Send appointment reminders·       Help you establish boundaries and parameters·       Send a nurture sequence to prospects·       Assist with digital meeting prep·       Follow up with clients on tasks and to dos·       Remind yourself of stuff to doSo, efficiency is my thing and I get excited over even little tricks that save me time. I’ve also got a template for you that shows you STEP-BY-STEP how to use delay delivery and has a cheat sheet to remind you of the 6 ways to use it!Grab the Cheat Sheet HERESuccessful 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.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! 
Released:
Dec 14, 2021
Format:
Podcast episode

Titles in the series (100)

Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place!