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AprI just picked up a book by Cal Newport called “A World Without Email.” I haven’t gotten into it beyond some reviews and summaries. I do recommend his book “Deep Work” and “Digital Minimalism.” Both are excellent. However, I believe advisors are WAY over-addicted to email for client and staff communications and unreasonable expectations for it’s value […]
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AprAs I sit here with 3 farting dogs, I’m shaking my head… I’m sitting in on a 9 am staff meeting by a top 1% Advisor. Generally a sharp group of staff. They’re on a teleconference – I personally hate that. If you can’t do Face-To-Face – Zoom’s become a pretty close second. On a group call[…]
Feel like you’re just busy being busy? We hosted a webinar yesterday, and if you missed it, we recorded it. The conversation was all about how to grow your practice with plenty of new clients consistently, without running yourself ragged. To help you become less busy and more efficient, we spent time on automation, delegation, and systems[…]
