Productivity Q&A: How Financial Advisors Can Get More Done

7 snips

Jul 3, 2023

Ask episode

AI Snips

Chapters

Transcript

Episode notes

ADVICE

Capture And Organize Everything

Capture every task into a single system so nothing slips through the cracks.
Categorize tasks by context, priority, and energy to batch work and schedule effectively.

ANECDOTE

Amazon Analogy For Human Flexibility

James compares hyper-efficient systems to Amazon's facilities to show why humans need breathing room.
He argues not to schedule yourself so tightly that you can't handle inevitable disruptions.

ADVICE

Batch Tasks And Reserve Energy

Batch tasks by context (e.g., LinkedIn, email) and complete them in one session to avoid context switching.
Schedule low-energy, low-brainpower tasks for the end of the day to protect peak focus time.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

Every financial advisor wants to get more done in less time. But this is an impossible task if you don't spend your time productively.

There are too many workload changes, fires that pop up, and new priorities that happen to leave your schedule to chance.

That's why I'm answering all your productivity questions in this episode. Not only will you understand how to maximize your time, but you'll also discover how to minimize the impact distractions have on your productivity.

Want to grow your business by becoming more productive?

Listen now.

Show highlights include:

The "Capture Everything" secret for staying productive even when life happens and your workload constantly changes (3:31)
How to prioritize your laundry list of possible tasks so you maximize the impact of your limited time (5:02)
The "CPE" method for organizing your tasks in a way that will generate the biggest ROI for your business (5:41)
Why moving busy work that requires almost no brainpower to the end of your day instantly boosts your productivity (6:55)
How to tackle the biggest tasks on your to-do list in half the time by reading this book (7:55)
How blocking off your most productive period on your calendar rewires your brain and makes you a little more productive each day (11:30)
Why building momentum by breaking big tasks into bite-sized chunks actually helps you finish the task quicker than doing it all at once (13:55)
How to make your financial advising business indistinguishable in a year by simply following this 20-minute per day LinkedIn strategy (16:24)

Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html

Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html

If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing.

Go to https://TheAdvisorCoach.com/webinar to register today.

Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.htm