Time Management

In the financial services industry, it’s not a secret that December can be a “busy” month. In fact, you might be thinking you don’t have time to read this. We understand, but we also know it’s important for you to stop, assess, and not accept this as your normal. One...

In the financial services industry, you’re constantly advising your clients about the value of a dollar. You may educate them on how they can invest their dollars to grow over time or even how to protect their hard-earned dollars from risks such as accidents, crimes, or mother nature, etc. As...

What do you do when your to-do list grows faster than your got-it-done list? Every agency handles this differently. Some buckle down and work more hours. Some get behind on goals. Some focus only on goals and get behind on business design. Most get frustrated and start to feel overwhelmed....

How do you know if you’ve had a productive day? The Financial Services industry moves fast. There is never a shortage of work to be completed. It’s easy to be busy, but are you busy doing the right work? The work that will move your agency closer to its goals?...

The financial services industry is a service-based business, which means service has a way of taking over the business. And we understand. Providing exceptional service is vital to your business. It’s why clients choose to do business with you and why they choose to stay, even when rates increase. There...

Most financial services professionals have a to-do list that is a mile long. There are clients and prospects to call. Reports to review. Service work to complete. Employees to manage. And, several fires waiting for your attention. The list of what you need to do is rarely short. Today, we...

You’ve got your goals for the year in front of you. You’re motivated and ready to take your business to the next level. What’s your next step? Are you set up to succeed? There’s a simple and easy exercise that you can complete, right now, that will allow you to...

“Would you give your clients access to your bank account?” When we ask clients this, we always get a very strong and sometimes bewildered, “No.” On the surface it looks like a silly question. Money is a resource that in this industry we actively work to protect and maximize. Of...

Time management is rarely a favorite topic, but there is a reason it's discussed so often. It is the foundation of success. Do you know the difference between a high-producing agent/advisor and others?   It's not the amount of time that they have. We all have the same amount of time. Their success is in how they design the use of their time. Designing time isn't just about being more productive or simply working harder. When you design your time, you intentionally dedicate blocks of time to the work that grows your business.

Does your business pay you for the work you do? Or do you owe your business?

The answer is directly correlated to how your time is used. It’s the difference between doing work that is valued at $15 an hour rather than work that’s valued at $100 an hour. If your day consists of making changes to a client’s policy; or, calling a client back who wants to reschedule their appointment; or, talking to an underwriter about a new application; you may owe your business (even if you only do this type of work for a few or your best clients)!