adviser productivity

Financial advisor sales activity

Slow down and get better results

August 22, 2025

To get better results one usually has to change something, and sometimes it strangely enough better results can be achieved from doing something which seems counter-intuitive: Slowing Down. Anyone who has played a lot of…

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The biggest personal productivity killer for Advisers

March 6, 2023

Everyone would like to have better business results for less work, and have more time away from the business. Personal productivity – or business efficiency if you prefer – matters, and there are a host…

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To Improve Productivity, Plan More Time Off…

December 14, 2022

Here’s a tip you’ll love for improving personal productivity: take more time off if you want to do more business! Clearly you cannot take that advice to an extreme and take the entire year off….there…

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task-management

Productivity Tip: Prioritise the Activities that Yield the most

October 20, 2021

Managing time is not a productivity tip. Time ticks on regardless and you can’t “manage” it. What you can do is prioritise how you use it. So here’s the top productivity tip: To handle a…

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Pro Bono Pays In The Long Run

April 20, 2020

Pro bono is a novel concept for many in an evolving profession – working for free for the public good. But pro bono pays in the long run in a number of ways for a…

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Did You Do A Good Days’ Work?

July 6, 2018

With all the report writing and problem solving it is often difficult to feel like you did a good days’ work…you were busy for sure, but was it a good days’ work? Or was it…

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