Take Back Control with these Time Management Tips
Financial advisors are in a unique position in the business world. Not only have they bet on themselves by taking a mostly commission-based job where they have to seek out and close deals with clients, they must then produce great financial results for their clients in order to keep their trust and help everyone make money.
It takes a motivated, organized and hard-working person to thrive in this situation, but for the ones who can produce great results and have a passion for finance it can be a fantastic career.
As a business coach serving Worcester and the cities of Framingham, Bolton, Waltham and the surrounding areas, I have worked with businesses of all types, industries and sizes. Many people are surprised to learn I work with individuals as well, but I have a passion for people who bet on themselves and my clients like Realtors, lawyers and doctors who own their own practices and financial advisors are some of the best people to work with.
People in professions such as these must make effective use of their time because they aren’t “on the clock” and getting a check no matter what, they have to go make deals on their own. While I offer many services such as business planning, policy creation, leadership training and more, these people greatly benefit from effective training in time management.
Below you will find a few simple tips I use in my time management training. Hopefully this will give you a better idea of how I help my clients, and how I can help you as well.
Set Clear Goals
The first thing you should do when trying to effectively manage your time is to understand your overall goals, both for the short and long term. If you understand your goals and keep them top of mind at all times, it becomes easier to prioritize tasks and determine which ones are worthwhile and which ones should be delegated, done later or removed altogether. If there is a task on your schedule which doesn’t advance your mission or bring you closer to a personal or professional goal, replace it with something which does.
Use Your Resources
It’s important to make a time management plan you feel comfortable with and one you will stick to, and eventually it will become a routine. If you feel a scheduling app, hiring an assistant or using AI can help you, then it’s worth it to explore these options. Finding a source to help you prioritize tasks, handle duties which are necessary but don’t help you reach your goals (like bookkeeping, compliance, etc.), or automate any busy-work on your end can help you take back the time you need for important tasks.
Do the Hard Thing First
Each day, find the most difficult thing on your to do list and do everything in your power to get it done first. This is an effective time management tip because conquering the difficult task is easier earlier in the day when you are sharp, and if you don’t do it first then you will worry about it/be distracted by it until you do.
These are just a few of the strategies I help my clients implement for effective time management. If you need assistance helping to create a time management plan for your daily life, I am here to help. Fill out the form on my website or give me a call today to get started.
