Time Management Problem? Try Planning Your "Perfect Week" To Begin With…
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Time Management Problem? Try Planning Your "Perfect Week" To Begin With...

December 16, 2015

by Tony Vidler  CFP logo   CLU logo  ChFC logo

downloadWhy 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 “the business plan”. The goals…the tactics….the key actions and responsibilities with timelines….funnily enough advisers and planners are good at planning that stuff.

 

BUT an area that many struggle with is often talked about as “time management”.  We keep hearing that there is never enough time, and too much stuff pushes in and takes time, and time dribbles gets lost without explanation….

 

The problem is not time management.  

 

The problem is task management.

 

Tasks that are often other people’s plans rather than yours push in and take precedence, and we then find that the stuff which was important to us didn’t get done.

 

There is a bit of a trick for balancing up time management and task management, and getting some order into the typical working week.  The trick is a simple one: plan you perfect week in advance.

 

The reality is the perfect week never works out perfectly, but it is a strategic approach to balancing up the competing requirements and demands of the advisory role and practice management that ensures we have the best chance of being both efficient and effective.

 

In this weeks Quick Tips video we talk about how to go about designing the perfect week in theory, and then figuring out how to use it in real life…

…watch the video to learn more… 

Related to this post:
How to balance Client-Facing time with Practice Development

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