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Thou Shalt Not Use Email Notifications!
Here’s a question for you. Between this morning and right now, how many times did your computer or phone chime at you to let you know you just got another email? Chances are, your number is somewhere around a dozen or more. Many advisors think that keeping those alerts turned on is no big deal. After all, who would want to miss a critical, time-sensitive message? What if a journalist on a deadline wanted to get a quote from you? Or what if a client had an urgent question about his portfolio? And so, “new message” alerts continue to ping throughout the day. Some of those emails are informative. Others…


