In Episode 10 of The Top One Podcast, Jerry Corless and Chaz Emerson sit down with Katie Stenson — the consultant who's helped advisors across the platform get to zero inbox — to break down how technology, when applied right, gives you back your time.

A few unfiltered moments from this one:

→ On the #1 problem she sees: "Email overload is by far the number one thing... it leads to that task slipping underneath the rug."

→ On what email is actually for: "Email was made to give information, not hoard information."

→ On the hidden time drain: "Reprocessing is the thing that's taking up time. That's the inefficiencies that so many people are doing."

→ On systems as a path, not a switch: "Systems are small steps towards a big goal."

→ On the real outcome: "Discipline and consistency... is going to drive you closer to that end goal and habit that you're really wanting to develop."

The four areas Katie sees advisors struggle with most:

1. Email management
2. Task management
3. Note-keeping
4. File documentation

The tool stack she recommends:

• Outlook for email
• Microsoft To-Do as the single task manager — one list, everything on it
• OneNote for client notes you can send with one click
• Microsoft Teams as the team hub — intake forms, SOPs, onboarding, all in one place

And the line Chaz came back to: "You don't have to buy another piece of technology — you have to utilize what you've got better."

If you've ever lost an hour to reprocessing the same email three times, this is the conversation.

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