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

073: Ideas to Implement - Stop the Inbox Insanity! 10 Strategies to Tame and Maintain Your Inbox

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Creating a Home for Everything in Your Inbox

The first step is organizing your inbox, but also creating a home for something. I was saving stuff from like 2005 going, Oh my gosh, someday I'm going to need the name of this accountant. And what if I can't ever figure out who was again? So I just kept it in my inbox. If I don't need it, if I haven't used it yet, I'm not going to use it at all. We're just going to wipe this slate clean or there's a chapter 13.

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