Copy and Paste..... Those words are music to my ears. 

Why? Because it means I did the work once, and now I can just use it over and over again.

Why? Because it means that it’s going to be easier than if I had to start from scratch.

Why? Because it means that I have more time to do other things that are ‘high value’ activities. 

Why? Because if you have turnover on your team it’s already created for the new person to follow. 

If you’ve followed the EA for any period of time…. You know I’m a HUGE fan of templating processes. They allow me and my team to work so much more efficiently. We use them for EVERYTHING. 

In today’s video we’re going to share:

·      What templates we use in our office – it’s a huge list!

·      I’ll walk you through a couple of our time saving email templates.

·      4 convenient ways to create email templates so you can pick what works for you!

·      Access to a cheat sheet that’s got a sample of our email templates for you to use in your business. Yes… permission to copy!

However you choose to use these templates, my hope is that they will empower you to quickly process your email and move on to the tasks that matter most! My other hope is that this episode will help get your brain working on all the different ways you can use templates in your practice.

I’ve got a cheat sheet for you that you might want to download first and have handy as you listen to the episode. Each cheat sheet I provide you guys is designed to go along with the episode and give you a place to document your ideas that crop up as your listen and also give you the goods in black and white!

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!

 

Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Check out the Efficient Advisor YouTube Channel 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!