What Do You Do When EVERYONE Emails You?

2020-05-15T13:18:23-04:00By |Checklists & Systems, Digital and Email Solutions|

“I just can’t keep up with the emails and phone calls!” My client (we will call her Becky), a financial advisor, shared this concern with me last week. In two days the number of emails, phone calls, and text messages increased from about 30 per day to over 250. Clients were calling freaking out about the market. They were calling wondering if they should [...]