adviser productivity

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To Improve Productivity, Plan More Time Off…
by Tony Vidler        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 will definitely be a point where “time off” results in diminishing returns….BUT…   To really […]
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The biggest personal productivity killer for Advisers
by Tony Vidler        Everyone would like to achieve more in less time.  They 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 of things that can kill it, but […]
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Did You Do A Good Days’ Work?
by Tony Vidler        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 just being busy on “stuff”?   There is a simple test for any professional feeling buried […]
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Financial advisor sales activity
Slow down to get better results
by Tony Vidler        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:  Slow Down.   Anyone who has played a lot of sport knows that when things get disjointed and are not quite working seamlessly, the trick is […]
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Productivity Tip: Prioritise the Activities that Yield the most
by Tony Vidler        To handle a significant workload AND get the results you want you need to prioritise the activities that yield the most, not waste time trying to manage time.  Time cannot be managed as such….the clock ticks inexorably onwards no matter what you do with the time.   Tasks can be managed. […]
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Should we care about the public interest?
by Tony Vidler Should financial advisers care about the public at large?  The people who are NOT our clients?  Those who don’t pay us anything? Absolutely. When one considers “professionalism”, and the attributes that define a professional, you quickly come to the conclusion that a unique characteristic of the genuine professional is a commitment to […]
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