Author Archive | Adam Kornegay

Reverse Time Blocking

Reverse Time Blocking

Do you ever feel overwhelmed by all the little things that you have to get done for clients, prospective clients, team members, and friends?  Reverse time-blocking is where you set aside time to work on the smaller but important items and you decide that is the only time that you will work on them.

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What You Do and How You Do It

At this point, every financial advisor has pretty much the same financial planning tools, access to investment managers, and some type of process for onboarding new clients, right? Therefore, it’s not about what you have or do but how you do it.

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