Financial Advisor Marketing Podcast cover image

How Financial Advisors Can Become More Organized Part II

Financial Advisor Marketing Podcast

00:00

How to Organize Your Day

You will use two things to organize your day if you follow the way i'm teaching you. Number one is your calendar, and number two is a list, or several list. You will operate from your calendar, not a to do list. However, your to do list will inform what you put on your calendar. Let's switch back from business to personal life. I have a testela, model three, and one of the things i love about tessela is that you can schedule service right through the ap. When they're available, i need to be home to move anything that they need move, check their work when they're done. Things like that, my list informs my

Play episode from 18:34
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app