195: Project Management vs Client Tasks with Guest Lauren Hong

The Efficient Advisor: Tactical Business Advice for Financial Planners

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 Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
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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!

章

1. 195: Project Management vs Client Tasks with Guest Lauren Hong (00:00:00)

2. [Ad] Scale 2 The Top with Dr. Lyman Montgomery (00:23:32)

3. (Cont.) 195: Project Management vs Client Tasks with Guest Lauren Hong (00:24:06)