Overwhelmed by your to-do list? Triage your day! Introducing a simple scoring system to decide what to do next.
Tag Archives | productivity
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.
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.
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.
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.
Financial advisors and financial planners who take the time to define done help everyone to work with clarity and purpose.
How financial advisors and planners can get the most out of their next virtual conference
Here are five tips for financial advisors and financial planners to make sure you achieve your 2021 goals: