The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

105: Ideas to Implement: Follow Up Emails Made Easy - My Hack to Sending Them Consistently

The Efficient Advisor: Tactical Business Advice for Financial Planners

00:00

How to Deliver Consistently as a Solo Advisor

The meeting note template and the follow up template that we created really allowed me to achieve that. So when I walked out of that meeting with that client, I didn't see their file until two weeks prior to their next meeting. And it was just really, really interesting how much our clients loved and appreciated these email follow ups.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app