This mistake cost his client $150,000

And it might be about to happen to you.

But you wouldn't even know it.

It’s an uncomfortable thought.

Last week I spoke with an advisor who missed following up on a key client request.

Twice.

The delay cost their client over $150,000.

What's scary? This advisor is really good. Smart, caring, diligent.

But like most advisors, they relied on memory and note-taking.

That doesn't scale.

Your brain is the worst CRM ever invented.

The solution isn't working harder.
It's having a system.

But not a complex one.

Just 3 steps:

1. Set up a simple workflow in your CRM

2. Enter action items before leaving the meeting

3. Let the system do the rest

It doesn't matter if you're working with our friends at Wealthbox, Redtail, or another system.

They all have these features and they're not hard to use.

And if you are using them... use them more.

Every moment you can automate some future task is an annuity that pays you back 100x on your time.

Invest wisely.

The best firms we see all do this.
None of the struggling ones do.

What's your follow-up system look like?

PS - "Success is the sum of small efforts, repeated day in and day out."
– Robert Collier

Thanks for reading.
- John

John Prendergast
CEO, Blueleaf
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