Overwhelmed by your to-do list? Triage your day! Introducing a simple scoring system to decide what to do next.
Tag Archives | productivity
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.
Get Some Perspective
For financial advisors and financial planners working through the day-to-day in the “new normal” after COVID, gaining a fresh perspective can provide new motivation and opportunities to improve.
What’s Your Definition of Done?
Financial advisors and financial planners who take the time to define done help everyone to work with clarity and purpose.
Go All-In!
How financial advisors and planners can get the most out of their next virtual conference
Stay on Target
Here are five tips for financial advisors and financial planners to make sure you achieve your 2021 goals: