client facing time

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 303 other followers

sidebar_tony
Facebook: 2831, Twitter: 13734, LinkedIn: 689
This Is The Sensible First Step In Taking Charge Of Your Time
by Tony Vidler        Without doubt the most precious resource we have in professional services is our time.  For many practitioners it is all they have to sell, and derive income from.   It follows that when it comes to trying to determine how to improve business efficiency or profitability, or personal earnings, that the allocation […]
Read more.
Time Management Problem? Try Planning Your "Perfect Week" To Begin With…
by Tony Vidler        Why is time management such an issue for professionals when they are good at planning? We can take it as a given that financial advisers and financial planners are good at planning generally.  And they are very good at operational planning, which is that stuff that often gets referred to as […]
Read more.
How to balance client time with practice development
by Tony Vidler        A genuine challenge for advice firms right now is balancing client time as well as do all the work necessary to lift standards and improve business systems.  There are after all only so many hours in a day, but then there are deadlines for when new standards and rules have to be […]
Read more.