S.Y.S.T.E.M.S. identify the bottlenecks in your workflow. Creating systems involves examining a process step by step so that you find hiccups and other problems. The process of defining and refining your workflow with systems makes your business run smoothly. Which systems are you missing? Which do you have? Use the list below to and check
18. People Want What You Don't Use Spring cleaning started March 1. I’m using a tip I learned last year, when I moved 3000 miles. First, office supplies and old desks/chairs don’t sell at yard sales; however, one group of people, TEACHERS, need them all and then some. Through the BuyNothingProject.org (BNP), I found a
Start by creating (and sticking to) a schedule Do you use a schedule proactively to run your business? Or do you get to the end of the day and wonder where your time went? Not having a daily schedule causes lost time, wastes energy, and could lose you money. When you don’t have a game
Are you asking your brain to do too much? It takes a lot of energy and time for our brains to shift gears. I've seen stats ranging from ten to twenty minutes. This means each time you’re interrupted by, let’s say, a phone call, it could take up to twenty minutes to re-focus on the
Give your clients, website visitors, and others, the option of scheduling appointments themselves. Instead of all the back and forth emails or calls, use a Schedule Calendar App. Improve productivity? Sure. First, clients who schedule meetings on your calendar save you time. But more than that, every time you're interrupted during the day, it takes
Business good, but you want GREAT? Financial businesses can do well without planning, many do. However, at some point in their business cycle, they become stuck. To become a high performing organization, to grow your firm more rapidly, a firm needs a solid foundation which includes a planning and monitoring process. Got yours? I sure
Actually, I'm providing you with a listing of Stock Market holidays until the end of 2019! What can you do with this information? 1) Ask your assistant to add these days to your firm's online calendar. 2) Place these holidays and early days off on your firm's physical office calendar, the calendar that includes your vacation days,
You have a to-do list, right? Despite your list (and your best intentions), do you often haphazardly start your working day? When it’s a miserable Monday, terrible Tuesday, or overwhelming Wednesday, your to-do list probably gets shoved aside as soon as you slide into your office chair. Obviously, a to-do list alone does not make
There really are no magic bullets to growing a firm, but below are a few possible goals and strategies to get you started on the road to be more successful in 2016 than you were in 2015*. A few goals to get you thinking about growing: Increase the number of clients from ___ to _____
By (1) ______________ grow (name of your firm)(2)____________________________________________ into (an adjective)(3) ___________________________________ (4) working with clients living in _____________________________________. Your (5) _________________________________________ firm provides these free and fee based services (6) _____________________________________________ to this ideal client (7) ____________________________________________. In general, we measure success by working (8) ______ hours a week, having a team of (9)
