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How Financial Advisors Can Become More Organized Part II

Financial Advisor Marketing Podcast

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I'm Always Working From My Calendar

i am always working from the calendar every single day. This includes blocks of time to exercise, meditate, catch up with friends and even read books. I have a list of hundreds of things that i could do if i ever find myself with free time,. I go to my list and i start pulling items off the list. That way my calendar is booked back to back. And like any skill, you should not expect to master them right away. Don't get discouraged if you're not superorganized on day one. Almost no one is. It is a skill. You are becoming more organized, which helps you become more roductive.

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