Time Management - 2020 Archive

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...