January 25, 2021

Email Time Saving Tips and Tactics for Financial Advisors

Financial advisors struggle with massive interruptions. How can you minimize the
distractions and focusing on getting your work done when you have an inbox that
keeps growing every single day with more and more emails more and more
webinars more and more interruptions? Here are some strategies to help manage your inbox .

Templates

In your inbox you can have certain folders the one folder that I use every single
day is my templates folder. Rewriting similar emails over and over is a complete
waste of time why not build and use templates each and every day van build a
collection of templates so that you can respond to emails by using a templated
response cutting the hours of your time. For instance meeting email templates
prospect follow up templates and service issue temp.

Scripts

The next folder you should always have is a script folder so when you call clients
for appointments when you call prospects for appointments or when you talk to
centres of influence having your scripts handy in your inbox makes it easier. I'm
either writing scripts or collecting scripts and editing scripts all the time for
different functions for financial advisors. The most common script used is when I
call prospects or when I am doing webinars.

Prospects

as a financial advisor connecting and following up with prospects is part of your
contact management system but having them in your inbox folder makes it
simpler and easier to do follow up. Having a folder where you can consistently
look on a weekly basis of the prospects you're working on the prospects you're
following up on will help you manage prospects better.

Other folders

What other folders will help you to minimize your inbox better quicker or faster?
It's like building a filing cabinet for all of the paper on your desk eventually you
have more and more filing cabinets and you keep filing more information.

Nothing urgent in financial services

My mentor Bill Bachrach taught me this years ago and I never forgot it. Bill said
that there is nothing urgent in financial services ever. Why do we feel like we
have to look at our inbox all of the time check on our phone all of the time and
respond to people all of the time? I get it you want to give people a high level
service you want to be available and you want to be able to communicate. But it
must be in a timely fashion that builds and manages their expectations. Most
advisors have a massive sense of urgency towards their inbox and they can't get
off that treadmill. It's time that financial advisors created new habits towards
email responses and expectations. The secret bill gave me is having a mindset
around email and that mindset is that there is nothing urgent in financial services.
Stop acting like there is everything urgent in financial services. Once you change
your mindset around there is nothing urgent financial services you will start to
manage your inbox your clients expectations your team and staff better. Thanks
Bill Bachrach (www.billbachrach.com) for your sage advice on managing my
inbox.

How about your goals for your practice in 2021? Our Practice management
checklist or fee audit checklist  

While each financial advisor's practice may have a different approach, advisors
need to understand where their practice needs help, and will they get the right
help for the right part of their practice. What areas does your practice need help
with? Get a copy of our updated 21-page “Comprehensive Practice Management
Strategies checklist” by going to our
website https://www.advisorpracticemanagement.com/about-us or clicking
here https://practicemanagement.getresponsepages.com/
Fee audit checklist for ideal prospects, click here
https://feeaudit.getresponsepages.com/

Call me

Contact us to help get clarity around your goals on paper, and having the goals
conversation by contacting grant at grant@ghicks.com or click on the link to set
up no-obligation 20-minute
discussion https://my.timetrade.com/book/JMTNJ regardless if we work together,
let’s have a chat and listen to your biggest practice management concerns to help
you get clarity around your future business.
Grant Hicks, CIM, is President of Advisor Practice Management and co-author of
“Guerrilla Marketing For Financial Advisors” 1st and 2nd
edition. www.advisorpracticemanagement.com for speaking, workshops or
coaching, contact Grant at grant@ghicks.com  Grants combined financial advisor
clients manage over 4 billion AUM , and earn over $40 million dollars combined!