time management Archives

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 […]

How EXCEPTIONAL advisers use their time is not like the average!

by Tony Vidler Time management is where there is a huge difference between elite advisers and the average advisers. in fact, it is one of the biggest differentiators that help the best performers stand out and excel. However, the difference isn’t about micro-managing time slots, or about having better time management systems. It is […]

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 […]

Focus on what matters most to succeed

by Tony Vidler Focus. It is one of the most noticeable differences between those who are successful, and those who are frustrated. The ability to focus on what matters most is often what separates the two. It is hardly surprising either given that it is definitely harder to be a successful financial adviser […]

Time Management: How to figure out what you should be working on

by Tony Vidler Time management is always cited as one of the top challenges for advisers, but is time management really the problem? Or is it a prioritisation problem? Working out what you should really be working on is one of those things that we all know we should do, but for one […]

Productivity Tip: Prioritise the Activities that Yield the most

by Tony Vidler 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 significant workload AND get the results you want you need to prioritise the activities that yield […]

How much TIME do super-successful advisers spend on marketing?

by Tony Vidler How much an adviser should spend on marketing is a perennial question with an expectation that there is a definitive $ or % answer. There isn’t. So the better question is how much time should an adviser spend on marketing. We know that time is money. We know that […]

Investing Time In Your People Gives Great Returns

by Tony Vidler Professional advisers have never been under more time pressure than they are today, and of all the things they could be investing time in the one which is easiest to defer is investing time in people. Everything is else is more pressing and demanding than a practice leaders own people […]

Priorities: Which urgent AND important person comes first?

by Tony Vidler The classic urgent AND important dilemma: your best client is on the phone talking to you. An incoming call from your top Centre-of-Influence comes in while talking to your best client. Do you “end and accept” – hanging up on your best client? Do you ignore your COI? Are you […]

The Weekly Action Plan That Produces Consistent Results

by Tony Vidler Having an action plan for every working week that produces consistent results is a challenge for many professionals. Part of the challenge is that outside forces place a lot of emphasis upon “doing things right”, but the commercial needs of the firm or individual practitiioner need to be to be […]

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