Are You Working Hard Or Smart As A Financial Professional?
Jul 08, 2022
Work smart, not hard.
Are you constantly answering the same questions from clients?
Try this simple process to save yourself time:
Whenever you get a question, create an answer and put it in one location.
For now, let's call this "one location" your Frequently Asked Questions (FAQs) section.
Whenever you get that same question, direct your clients/team members to your FAQ section.
Whenever you get a new question, create a new answer and add that to your FAQ section.
Essentially, for EVERY new question you get, add it to your FAQ section.
Over time, you'll have QUITE the library full of answers to reference whenever you want simply because you built it out one answer at a time.