The Efficient Advisor: Tactical Business Advice for Financial Planners

195: Project Management vs Client Tasks with Guest Lauren Hong

Jun 4, 2024

Host Libby Greiwe chats with Lauren Hong, founder of Out & About Communications, about using project management tools to streamline tasks and enhance team collaboration in financial advisory firms. Topics include project management vs task management, avoiding recurring mistakes, automating workflows, and when to use CRMs. Practical tips are provided for creating an organized and efficient business environment.

50:01

Episode guests

Lauren Hong

AI Summary

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Utilize project management tools like Asana for efficient task organization and team collaboration in financial advisory firms.

Distinguish between using CRM for client-specific tasks and using project management tools for broader business initiatives to enhance efficiency.

Implement task management strategies such as labeling rules, setting due dates, and task assignment to streamline project workflows and boost productivity.

Deep dives

Organizing Ideas for Business

Using project management tools like Asana to organize business ideas, manage projects, and enhance collaboration within financial advisory firms.

Introduction

2min

Aligning Content with Business Goals

6min

Enhancing Client Delivery through Efficient Systems

15min

Efficient Workflow Management and Quality Assurance in Project Tasks

3min

Optimizing Financial Planning with Project Management Tools like Asana

16min

Comprehensive Marketing and Project Support for Financial Advisors

2min

Enhancing Email Organization and Productivity

8min

Financial advisors—especially those within solo advisory firms—juggle a lot of balls! It takes time, talent, and a whole lotta energy to keep them all in the air, and oftentimes it’s a total unorganized mess! Nothing would feel better than to get ALL. THE. THINGS. organized once and for all!

In this week’s episode, host Libby Greiwe chats with Lauren Hong, founder of Out & About Communications, about using platforms to streamline tasks and enhance team collaboration so you can achieve business goals with precision and efficiency.

Hong details the many benefits of using project management tools, including:

Project Management vs Task Management
Avoiding recurring mistakes
Automating workflows
When and when not to use your CRM
Maintaining a comprehensive log of activities

If your goal is to create an organized, efficient, and enjoyable business environment, take a listen to this week’s episode for practical organizational tips that will help your business soar to the next level!

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LINKS FROM THIS EPISODE

Connect with Lauren on LinkedIn Here

Check out Out & About Communications Here

Visit Asana’s website Here

Learn more about ClickUp Here

Check out Trello Here

Join the Group Coaching & Mastermind HERE!

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass Here

Connect with Libby on LinkedIn Here!

Successful 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.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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