Practice Management

Time management tips for advisers

Feb 17, 2013 @ 12:01 am

• -Block off time on your calendar for unusual but necessary tasks, such as preparing for an unexpected crisis.

• -Schedule highest priorities at the highest-energy part of the day — mornings for 80% of people.

• -Allocate more time for meetings and tasks than you expect to use.

• -Take a three- to five-minute break after every 25 minutes of focused work to rest the brain.

-Read e-mails and other messages only once — deal with it, delegate it or delete it.

• -Create a list of three or four must-do items each day, and have another list of tasks that get added when time allows.

-Break larger projects into steps and schedule those on the calendar.

• -Delegate more and train staff to keep advisers on task.

-Ask clients to seek help from other staff members for questions that aren't advice-related.

• -Invest in a coach who can help advisers set priorities.

• -Be willing to say no, even to clients.

0
Comments

What do you think?

View comments

Recommended for you

Sponsored financial news

Featured video

Events

Geoffrey Brown: What's top of mind at NAPFA?

NAPFA is looking ahead at the rest of 2018 and has a broad agenda that includes improving diversity in the advice industry. What's next? Geoffrey Brown offers his insights.

Latest news & opinion

10 fastest-growing IBDs

These independent broker-dealers saw the biggest percentage gains in their revenue in 2017.

The unique nature of working with celebrity clients

Athletes and entertainers are just like everyone else — aside from complex tax issues, a lack of financial savvy and a need for prenups

Top 10 IBDs ranked by revenue

These independent broker dealers generated the most revenues in 2017.

8 podcasts advisers listen to when they aren't working

Listening to podcasts for the fun of it.

UBS continues to cut loans to recruits, while increasing compensation to brokers

The wirehouse reduced recruitment loans 20% and increased bonus loans 68% in the first quarter.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print