The Efficient Advisor: Tactical Business Advice for Financial Planners

072: Stop the Inbox Insanity! 10 Strategies to Tame and Maintain Your Inbox w/ Amber De La Garza


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I have a secret. A couple years ago, when I was running my planning practice,… I had over 2,800 emails in my inbox. I used my inbox for storage, as a to do list, and all the other things you are not supposed to do. 

I know what you’re thinking… but you’re the “efficient advisor!?!” How could this incongruency happen!?! 

While systems and processes are kinda my thing... my inbox was something I could never really get control of. I was so deep in it I couldn’t see the way out… it was my dirty little secret. 

Until I met Amber – The Productivity Specialist. 

Amber gave me some simple strategies to TAME and then also MAINTAIN my inbox. I knew I had to share these tools with my advisor friends because it TRANSFORMED by inbox, which has made me not just more productive… but also less stressed!

 What you’ll discover in this episode: 

·      5 steps to TAME your current inbox (if it is like mine was!)

·      5 simple email decisions to MAINTAIN your inbox

·      The problem with checking your email and what to do INSTEAD


This is one of my first video interviews from 2018. I feel like Disney re-releasing something from “the vault.”

But, it's a classic because it's impactful and it WORKS!

-------------------------------------------------------
If you’re interested in learning more about Amber De La Garza you can check her out at www.amberdelagarza.com and take a listen to her podcast, The Productivity Specialist. 

 Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session!    

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!


Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation 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.

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The Efficient Advisor: Tactical Business Advice for Financial PlannersBy Libby Greiwe

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