Time management tips for advisers

• –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.

Related Topics: Practice Management