If you find that you don’t have the time to get everything done in a given week, try a time audit to see where you are spending your time.
Tag Archives | productivity
For most advisors and planners, summer can be a fantastic time to get a little more balance in your work and professional life.
People want to work with an expert. But you can’t possibly be an expert at everything. So what can you do?
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.
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.
If you are struggling to make progress toward your vision, perhaps you need to take a good look at how you are keeping score.
Overwhelmed by your to-do list? Triage your day! Introducing a simple scoring system to decide what to do next.
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.
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.
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.