“TextExpander lets you instantly insert snippets of text from a repository of emails, boilerplate and other content, as you type – using a quick search or abbreviation.” – textexpander.com
In the very first episode of Experiments in Advisor Marketing, I briefly referenced a piece of technology called TextExpander.
Jude Boudreaux initially turned me onto it and it’s quickly become an integral part of our day-to-day operations.
Given how helpful it has been to my firm, I thought I would share exactly how we are using it, including some use cases for advisors and content creators that might get overlooked.
If you are a TextExpander user and you have found additional ways to use it, I’d love to know! Contact me through this website or send me a DM on Twitter.