People want to work with an expert. But you can’t possibly be an expert at everything. So what can you do?
Tag Archives | productivity
Okay Campers, Rise and Shine!
It doesn’t take years and years to get better at something. You can get better in just one day. Perhaps today is the day that will nudge you forward into being the best advisor or planner you can be.
The “New” New Normal
What is normal? My “new” new normal is exactly the same as the old – love my family, make wise choices, be safe, and have fun.
Keeping Score
If you are struggling to make progress toward your vision, perhaps you need to take a good look at how you are keeping score.
Triage Your Day
Overwhelmed by your to-do list? Triage your day! Introducing a simple scoring system to decide what to do next.
Sharpen Up
Taking the time to renew and refresh your knowledge and skills will make you more effective. Here are some strategies for financial advisors and financial planners.
Time for a Fresh Start
Now is not only a good time for a fresh start, it’s also a good time to take control of your business and enjoy it again. Here are three tips to get started.
The Cards You’re Dealt vs. the Cards You Draw
It is pretty easy to fall into a mindset of grumbling and frustration when things don’t go as plan. But taking a lesson from Gin Rummy, you can quickly shift your strategy.
A Good Question is Like a Machete
A good clarifying question can be used to eliminate confusion or ambiguity by reminding you of what’s important and forcing you to make a decision.
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.