“First and foremost, senior person, please send it in an email… because if we don't have it electronically, that just makes it so much easier for the operations person… to copy and paste it, put it in your CRM, etc.”

Julie Johnson · The Efficient Advisor: Tactical Business Advice for Financial Planners · 412: When Your Team Isn't Following Through: Here's What to Say

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What was described

Require senior staff to send task notes and delegations via email rather than paper

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