105: Ideas to Implement: Follow Up Emails Made Easy - My Hack to Sending Them Consistently
The Efficient Advisor: Tactical Business Advice for Financial Planners
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How to Create a Follow Up Email for Your Clients
I found that if it didn't get done in the meeting while I was sitting there with the clients, it just ended up in a pile on my desk and then the pile grew and became bigger and bigger. And what I shared in this episode is really coming up with a strategy that works for you. Long story short, it's super basic. It's a printed template that I would use and I would literally sit right on it in the meeting. Now that is the super duper ultimate low tech version, right?
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