29 November 2013

8+ Email Productivity Tips For Financial Advisors

2022-08-07T17:41:38-04:00November 29th, 2013|Productivity & Goals|0 Comments

For the last two months, I've been changing the way I view my email accounts. I've noticed that NOTHING I get is ever an emergency that needs action this very minute. I've also noticed that if I don't read my email until 11 a.m., I accomplish more and when it's time to read my email, I can go through it much quicker -- to answer, delete, or move to an appropriate folder. Email can be so time-consuming, it's not surprising that in his book, "The 4-Hour Workweek", Tim Ferriss recommends creating an automatic email that says you read your email once or twice a day. (I've read the book and used this one idea, but found

14 November 2013

5 Ways To Eliminate Invisible Expenses & Earn More in 2014

2022-08-07T17:41:39-04:00November 14th, 2013|Productivity & Goals|0 Comments

Supported by the Wise Words of Benjamin Franklin "Beware of little expenses. A small leak will sink a great ship.” -- Ben Franklin You can cut budgets in many areas, but often, activities that waste your time can cost you the most.  Savvy financial advisors see that soft or invisible costs translate into hard dollars lost.  To help profits, focus your energy on repairing the “small leaks” in your firm and measure the value of how, and with whom, you spend your time.  After assessing which activities add value to your business, eliminate time and energy wasters. Below are five ways you can narrow your focus and enhance your efforts to grow your business, complete with

1 October 2013

10 Important Accountability Questions For Financial Advisors To Answer Weekly

2022-08-07T17:41:43-04:00October 1st, 2013|Productivity & Goals|4 Comments

No one goes independent to be more disciplined, but that doesn't mean you don't need just as much focus and accountability (maybe even more) than a J.O.B. requires. The good news is, with a few well-placed habits you won't have to give up your freedom and flexibility. In fact, you'll enjoy your business more, you'll be a better boss to your team, and you'll reap the profits, too. Answer the following ten questions every week to help keep you focused, accountable, and profitable. 1. Where are you prospecting this week and how much time will you spend prospecting? Think about putting yourself in front of large groups of potential ideal clients or conducting follow-up meetings or

18 April 2013

Twelve Time Management Habits to Master in 2013, by Pat Brans

2022-08-07T17:42:47-04:00April 18th, 2013|Productivity & Goals|0 Comments

Benjamin Franklin had a procedure for changing habits and bringing about positive change in his life. Who would have thought that Ben Franklin would be so insightful as to know that he could be a better human being and then create a system for it to happen that is still relevant today. So many of the concepts Franklin lived are concepts taught in coaching schools and personal development programs world-wide. I enjoyed reading this article written by Pat Brans, who writes about time management and productivity on the Forbes website. I think you will, too! http://www.forbes.com/sites/patbrans/2013/01/01/twelve-time-management-habits-to-master-in-2013 ACTION Talk about one of the concepts and how you are using it in your life (or plan to) OR

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