E-mail Time Saving Tips 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 templates.   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.

 

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Grant Hicks, CIM, is the President of Advisor Practice Management and co-author of “Guerrilla Marketing For Financial Advisors” 1st and 2nd edition.    Grants combined financial advisor clients manage over 4 billion AUM, and earn over $40 million dollars combined!   Visit www.advisorpracticemanagement.com for speaking, workshops or coaching or contact us below.