Benchmark Business Group

Time Management

Insights for the Financial Services industry on time management practices such as: time blocking, scheduling techniques, and the value of your time.  Perfect for Financial Advisors, Sales Associates and Service Associates.

October 1, 2019

“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...
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March 6, 2018

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.

 
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February 6, 2018

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)!

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