Financial advisors—especially those within solo advisory firms—juggle a lot of balls! It takes time, talent, and a whole lotta energy to keep them all in the air, and oftentimes it’s a total unorganized mess! Nothing would feel better than to get ALL. THE. THINGS. organized once and for all!

In this week’s episode, host Libby Greiwe chats with Lauren Hong, founder of Out & About Communications, about using platforms to streamline tasks and enhance team collaboration so you can achieve business goals with precision and efficiency.

Hong details the many benefits of using project management tools, including:

Project Management vs Task Management
Avoiding recurring mistakes
Automating workflows
When and when not to use your CRM
Maintaining a comprehensive log of activities

If your goal is to create an organized, efficient, and enjoyable business environment, take a listen to this week’s episode for practical organizational tips that will help your business soar to the next level!

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LINKS FROM THIS EPISODE

Connect with Lauren on LinkedIn Here

Check out Out & About Communications Here

Visit Asana’s website Here

Learn more about ClickUp Here

Check out Trello Here

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.

195: Project Management vs Client Tasks with Guest Lauren Hong

The Efficient Advisor: Tactical Business Advice for Financial Planners