The Efficient Advisor: Tactical Business Advice for Financial Planners 048: Clever Productivity Solutions Short, Medium and Long-Term Tasks with Guest Avi Friedman
Running a financial planning practice is a lot like being the ringmaster of a 47-circle circus.
We manage a lot of chaos… and when done well, we put on a heck of a show! But, often when you step out of the light, you feel a little… exhausted.
Every ringmaster loves a good life hack. You know, the kind that helps you get something done faster, the kind that helps you stay organized or the kind that frees up your time to work on the stuff that really matters.
In today’s episode we’re really going to focus on the 3 different areas we need to be employing these productivity strategies to manage our circus:
- SHORT TERM: The time-sensitive stuff that needs to get done right now – the tasks
- MEDIUM TERM: The projects we have going on – little longer in timeframe, and a little longer in scope
- LONG TERM: The big picture things – the CEO stuff. Business building and scaling.
Come one, come all! Join Productivity Coach Avi Friedman and I to explore different ways that you can get and keep your “ish” together while moving forward on your big goals.
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LINKS FROM THIS EPISODE:
Connect with Avi on LinkedIn Here
Download Avi's PDF Here
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Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.