Time management is prioritizing tasks in your business and personal life so you can maximize productivity. The goal is to create an environment that is conducive to maximum effectiveness and efficiency. If you feel you are falling prey to time management culprits, it may be time to start blocking and tackling. You don’t want to put your client experience or your goals at risk. Use our “Time-Wasters Checklist” below to help you identify inefficiencies in your business or areas that might need immediate attention.
__ Doing Everything Yourself / Not Delegating
__ Procrastination / Lack of Self-Discipline
__ Telephone / Email Interruptions
__ Too Many Non-Client Related Meetings
__ Untrained Staff / Lack of Staff Communication
__ Avoiding Prospecting / Lack of Confidence
__ Lack of Niche Markets / Prospecting Sources
__ Too Much Time on Social Media / Distractions
__ Lack of Deadlines / Priorities / Plans / Goals
__ Lack of Documented Workflows / Processes
__ Failure to Listen / Ego
__ Lack of Follow-Through / Activity Monitoring
__ Avoiding Conflict / Not Managing Conflict
__ Personal Disorganization
__ Lack of Proactive Client Cultivation / CRM
__ Too Many Commitments / Inability to Say “No”
__ Not Committing to Professional Development
__ Resisting Technology / Too Many Manual Tasks
__ Taking on Too Many Tasks at Once
__ Not Understanding Revenue-Producing Tasks
The best way to make progress with time management is to choose one or two of the above obstacles and focus on making it better over the next month. The goal is to alleviate your culprits in the most efficient way possible. Take the time to tackle the biggest offenses, so you can systemize a solution and gain capacity to fix the next obstacles on your time management checklist.
Visit our additional article on the Advantus Marketing Pro Tips Blog, “Time Management for Financial Advisors: Tackling the Top 4 Culprits.”
The time management and Time-Wasters Checklist is provided for educational purposes only. The services offered by Advantus Marketing, LLC are not intended to replace the need for independent legal, regulatory, tax, human resources, financial, or operational business guidance. Individuals and firms are advised to seek the counsel of such licensed professionals concerning the application of these areas to their specific, unique circumstances. No guarantee of business or future profitability results should be inferred.