In a competitive market, success isn’t just about selling—it’s about leveraging technology to enhance efficiency, build relationships, and close deals faster.

🔑 In this episode, I’m sharing how I use technology to streamline communication, manage transactions, and engage with my database—so you can work smarter, not harder.

📲 Here’s what you’ll learn:

1️⃣ Mastering "Send Later" for Text, Email & Instagram DMs

Timing is everything. A well-placed message can be the difference between winning or losing a client.

💡 Why This Matters:

✅ Schedule follow-ups for peak engagement

✅ Avoid late-night messages while maintaining workflow

✅ Stay consistent without being tied to your phone

🔹 How to Use It:

📩 iMessage: Tap the plus icon → Select Send Later

📧 Email: Hold send → Choose Schedule Send

📥 Instagram DMs: Hold send → Select Send Later

This strategy keeps your outreach intentional and proactive.

2️⃣ The Notes App: A Simple Yet Powerful Productivity Tool

Smart advisors use apps like Apple Notes, Evernote, or Notion to store repeatable messages.

📝 Why It Works:

✅ Saves time—quickly copy, paste, and personalize

✅ Ensures consistency across platforms

✅ Reduces mental fatigue—your best messaging is ready to go

🔹 Pro Tip:

Create a “Frequently Used Messages” folder for:

✔️ Client Check-ins

✔️ Lead Follow-ups

✔️ Thank You Notes

✔️ Market Updates

Pairing templates with scheduled sending keeps your communication personal and professional.

3️⃣ AI Assistants Like ChatGPT: Your Personal Writing Coach

If you’re not using AI, you’re falling behind. AI helps advisors draft, edit, and optimize messaging in seconds.

🤖 How AI Boosts Efficiency:

✅ Refines emails, texts, and scripts for clarity

✅ Generates client-friendly explanations for market insights

✅ Saves hours—AI gets you 85-90% of the way there instantly

🔹 How I Use It:

✍️ Refining client emails

📢 Drafting social media posts

📊 Summarizing market trends

AI won’t replace your voice—it’ll enhance it.

4️⃣ Scheduling Follow-ups Like a Pro

Forgetting to follow up = lost deals.

🔹 The Fix:

🔁 Use reminders & scheduled messages to follow up before clients expect it

📅 Keep a rolling follow-up calendar for warm leads and past clients

📝 Automate check-ins using "Send Later" to stay top of mind

By combining scheduled messaging, templates, and AI-powered writing, you can run a high-touch business without sacrificing your time.

5️⃣ Small Adjustments = Massive Gains

Success isn’t just effort—it’s strategy. High-performing advisors leverage systems to amplify results.

🔹 Ask Yourself:

✅ Where am I losing valuable time?

✅ Am I open to adopting digital strategies?

✅ Which of these 5 tips can I start using immediately?

The difference between good and great is execution. Take control of your time, maximize client engagement, and stay ahead of the competition.

📩 Get More Coaching & Resources

📬 Join My Weekly Email List: www.askjimmiller.com

📲 Follow Me on Instagram: www.instagram.com/askjimmiller

🔗 Connect on LinkedIn: www.linkedin.com/in/jimmillerchicago

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