Improve Your Productivity

Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.

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Dear Readers,

A few weeks ago, I wrote an article on strategies to become more time efficient. Since that time, I have been inundated with advisors asking questions such as:

  1. How can I be more time efficient when we are down three staff members, and I am picking up extra work?
  1. What if my boss thinks there are 30 hours in a day and just keeps piling things on to me?
  1. Our firm is undergoing significant change, and some days I don’t remember everything I am supposed to do, never mind have the time to do it.
  1. I don’t think your article addressed how firms like mine are cutting people, but not cutting responsibilities. We are expected to do the work of three people instead of the one person we are.
  1. I could set goals and review my to-do list throughout the day, but it wouldn’t change the number of client calls I am getting to address what’s happening in the market. No one knows what the outcome will be for inflation, war and a potential change in political leadership in November in Congress. I keep telling clients this (in a nicer way, of course), but they keep calling. I cannot get other commitments off my desk as a result.