#352: Your Brain Is a Terrible CRM

How much of your business are you trying to keep in your head? Leads to call, pending cases to check, clients to follow up with, appointments to remember—the mental load adds up quickly. In this episode, we look at why your brain makes a terrible CRM and introduce a simple three-part system for making sure opportunities don't disappear: Place. Status. Action. The goal isn't just better organization. It's freeing your brain to do the work only you can do.YouTube link:https://youtu.be/FW_Lf1_XDa0If you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Have an idea or topic suggestion? Talk to me:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking