April 28, 2009
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Two things make your day productive - the first is what you do and the second is how you do it.
A number of advisors have begun using a simple idea to dramatically increase the return they get on their day, by ensuring they’re focusing on high return activities. Making your time in the office productive requires intentionally stepping back at the start of the week and asking “what is the highest and best use of this week as a whole and each day within this week?”
Other Articles by Dan Richards
A Five-part Conversation to Rebuild Market Confidence
Becoming the Fall Back Advisor for High End Prospects
Five Steps to High Impact Client Meetings
How to Consolidate Client Assets
Lessons from the Loss of a Multi-Million Dollar Account
Overcoming a Key Barrier to Moving Accounts
Talking to Prospects about Last Year’s Performance
The End of Prospecting
The Pendulum Never Stops…
Three Myths of Market Underperformance
Twelve Pieces of Good News in the Gloom
Twelve Tips for Motivation in 2009
What to Say When You’ve Said It All
Some advisors spend 15 or 20 minutes planning the week ahead, identifying their biggest priorities. Some do this at the end of the day Friday, others on Saturday or Sunday.
Just by doing that, advisors tell me they find their week has greater focus.
The other key to productivity is building consistent routines into your schedule, by using the tried and true approach of time blocking.
Routine simplifies our lives. Without routine, we’d all have to make so many individual decisions we’d spend most of our time deciding what to do rather than doing it.
Some of the most successful advisors have very consistent routines. Each day looks pretty much the same - as long as the routine is one that supports the right activities, it can boost your productivity dramatically.Display article as PDF for printing.
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