This week I began a series of half day workshops addressing opportunities for advisors in the current investor mindset.In those workshops, I tackle the number one problem for most advisors attending training sessions – translating the ideas they get into action. I also outline some simple strategies to put new strategies in place – including the single most successful approach I’ve come across to make change happen.Note that there is seldom a problem getting enough good ideas – rather the typical issue relates to getting too many. As a result, advisors walk away filled with good intentions – but do nothing.
Two things go into making our days productive – the first is what we do and the second is how we do it.
In recent conversations with advisors, a number have begun using a simple idea to dramatically increase the return they get on their day, by ensuring that they’re focusing on high return activities.The first thing to making your time in the office productive is being intentional, stepping back at the start of the week and asking what is the highest and best use of this week as a whole and each day within this week.
Making meaningful changes in how we work is one of the hardest tasks we can attempt.
Change is possible however – recently I had a conversation with an advisor on a large team that had succeeded in implementing some significant new initiatives since the beginning of the year.
They key was time blocking, setting aside time each week for a major new undertaking and implementing a proven formula for change behind that commitment.
Recognize the obstacles to change
Change is an incredibly powerful force – it can word for you or against you. The trick is to harness it to work in your favour.
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Two things go into making our days productive – the first is what we do and the second is how we do it.
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