Appointments

Is the time you are spending in appointments taking over your day?  When you are time poor already, there is nothing more frustrating than spending too long in appointments and not enough time doing more productive activities.     It is a frustration I hear all the time from the financial planners I work with but is a…

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Asking Questions

Are the questions you’re asking – or not asking – stopping you from uncovering more client needs? I get to observe Financial Planners conduct interviews each week and find the questions you ask clients not only tell you a lot about them, but they also tell your client a lot about you. I always find it…

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Case Study – Glenn Browne Head of Advice

Are you spending more than 1 hour in client appointments? In this day and age, our natural state is busy. But being busy doesn’t mean we are productive. As a financial planner, spending too much time in appointments will have a negative flow on effect, leaving limited time for the activities that will make a difference…

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Time Management Skills

168 hours. That is the amount of time we each have every week. But while the time we have might be equal, how we manage it can differ greatly. How you manage your 168 hours, can determine your level of success. Let’s explore what’s required for developing time management skills for your sales people. I’m…

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Consistent Client Experiences

Did you know that on average, a client will tell less than ten people about a great customer experience but more than 20 people about a bad one? How do you ensure consistent client experiences? Your clients need to know that you value them enough to do what you have promised and can provide them…

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Meaningful Conversations

Welcome to key #1 in the 6 keys to high performance financial services email series! Having More Meaningful Conversations For a long time now I’ve realised the importance of having meaningful conversations with clients. When you connect with customers on an emotional level you go far beyond what typically happens in a normal sales conversation. For…

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Manage your tasks

Time is your most valuable commodity. There will only ever be 24 hours in your day and once it is spent it can never be returned. But as important as time is, if you want to be truly productive it is not your time that you should be managing so closely, it is your tasks.…

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When you’re faced with an ever growing to-do list, learning to prioritise your tasks is vital, not only for your productivity but for your own sanity and wellbeing. But with every task appearing urgent, how do you prioritise so that you make the most out of every day?

To help you I thought I would share how I prioritise my to-do list to ensure my time is spent as productively and profitably as possible.

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boost your energy levels

With late nights, early mornings, tight deadlines and the need to always push yourself to work harder and grow your business or career faster, you can end up overworked, drained and sometimes even lose the passion you have for your work. While we can’t always eliminate the stresses and pressures of life, we can find…

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