46 min

072: Stop the Inbox Insanity! 10 Strategies to Tame and Maintain Your Inbox w/ Amber De La Garza The Efficient Advisor: Tactical Business Advice for Financial Planners

    • Entrepreneurship

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...

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...

46 min