Posts Tagged ‘paper organizing’

Don’t Miss A Red Bench’s First Ever Webinar!

Thursday, June 2nd, 2011

If you haven’t yet registered for our first ever webinar, there’s still time! Join us this Monday, June 6th at 2 PM EST (note the time) as we speak with Seth Odam, creator of Freedom Filer. Seth specializes in paper retention and creating organizing systems that work, and he will be sharing his expertise with us. In this class, we will discuss why many filing systems fail, how long various documents must be kept, the key items that must be in place when setting up a filing system, and more!

If you’d like to help your clients conquer their paper clutter, click here to register today!

Interested in the class but not sure you’ll be able to make it to the live webinar? Registering for the class ensures that you will receive a recorded copy of the webinar directly in your e-mail inbox within a few business days, which you can view at your leisure.

Upcoming WEBINAR: Addressing Your Client’s Paper Pains

Wednesday, May 25th, 2011

Paper is one of the most common areas that residential clients need help with. There’s no wonder why–with so many different types of paper, it’s difficult to know all the answers to our clients’ questions. Our guest expert Seth Odam, creator of Freedom Filer, has studied all the details about paper retention, and how to make systems that work for our clients. Learn from an expert who has done the research and created one of the most unique filing systems on the market.

Join us on Monday, June 6th at 2 PM EST (note the time) for A Red Bench’s first ever webinar, and we’re excited to be able to bring our interview with Seth to you in this new format!

In this class you will learn:

  • Why many filing systems fail and what you can do to prevent that.
  • Retention guidelines for how long you need to keep certain documents and why.
  • What to do with some of the most common filing challenges like investment papers, explanation of benefits, and medical bills.
  • The key items that must be in place when setting up a filing system.

Click here to register today!

The Best Tool To Manage Clients Files and Paper Clutter

Friday, July 3rd, 2009

Many of you work with your client’s files and paper.  I don’t know about you, but many of my clients have trouble mainintaing their files.  Even in the most organized of systems, if you don’t review the paper annually it builds up quickly. 

One of the best products I have found to manage paper is the FreedomFiler; its a fantastic filing system we use with nearly every single client. We encourage you to look into this product and use it with your clients to help them magage their paper and tell them how long to keep it.  What I love the product is that how you file your paper tells you how long you keep it.  FreedomFiler

Recently, I was talking to my good friend, Debbie Rosemont of Simply Placed, based in Sammamish, WA.  We were talking about the FreedomFiler and how we can best use this tool with our clients.  We both have been using the product for years and many people want us to help them implement the system, but others have different needs.  Here are some ways you can use the FreedomFiler with your clients.

A la Carte:  Your clients purchase a FreedomFiler ala carte at www.freedomfiler.com.  I would encourage you to become a FreedomFiler affiliate.  Email us at info@aredbench.com if you would like more information on this.

Pre-Made kit:  You can put together the FreedomFiler for your client.  I know you don’t what to see this product become another product that sits on the counter.   Put it together and your client will have functioning files with minimal investment.

FreedomFiler Workshop:  You can offer workshops where attendees build their Freedomfiler in a group setting.

FreedomFiler Consultation:  In just a few hours, you can show your client how to use the product, how to implement it and build their  system.  In my experience, your clients can have files they will never have to re-organize again in less than 3 hours.FreedomFiler

Both Angela and I love the FreedomFiler and you will too!  It’s a great tool for your clients and can also provide you with some passive income by becoming an affiliate.  If I had one wish for every home, it would be to have a FreedomFiler.  You will be a lifesaver to your clients as you can save them from their paper pain.