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Work Smarter (cont.): A Lesson in Activity Management
“I can’t get any work done,” one of my clients recently complained. “I’m interrupted so many times each day that nothing seems to get finished. I really need your help to manage my time!” “We can’t...
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Is SUCCESS Ruining Your Practice?
“I think too much business is the worst thing for my practice,” Brandon complained. Brandon is a financial planner who was working with four or five newer clients. He was worried that he was too busy...
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Tell a Better Story
Brad, a financial representative with a major Broker-Dealer, was complaining about email and phone interruptions. He knew he was getting so caught up in playing with his smart phone—trying to figure...
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Ask More Questions FIRST
Cheryl, an advisor who consulted me to help her find and keep more clients, was questioning why I told her to spend most of her appointment times asking questions, rather than telling her potential...
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Work Smarter III: Focus on the Vital Few
“There’s just never enough time to do all the things that need to be done!” Dave, an insurance producer, told me during a recent workshop. “Is it possible,” I asked Dave, “that you’re focusing on the...
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Throw Away Your “To Do” List
Every week, I try to provide you with a message of value—either to keep you motivated, or to help you hone your skills to get more clients—or for whatever else you want in your life. Today’s message...
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You Can’t Count the Time You Spend Washing Socks
Many professionals complain about the long hours they work. For some, at least, all those hours are being compensated. These professionals are moving and shaking because they want to make as much...
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The Guilt-a-Beast
Over the past two weeks, I’ve been busy producing material that you may find useful. Two weeks ago, Postema Marketing Group sponsored a Webinar I presented called Making Client Referrals Easy. The...
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Choose to Make Time for YOU
I received this letter recently from a real estate broker: Dear Sandy, Perhaps you can do an article on finding time to make appointments with yourself and your loved ones; that is, the ones who aren’t...
View ArticleIs This the Best Thing?
Are you finding yourself spending too much time focused on unimportant distractions and wondering how you can better manage your time? This week, Sandy offers a super simple, low-tech solution to this...
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