One strategy that I use with new clients, is to have them send me a copy of their daily to-do and call list. What most advisors do, is try to prioritize these tasks into some sort of high. medium, or low. Usually what I see is a huge laundry list of tasks and calls. I am sure some of you actually stare at that list for most of the day, frozen with the sense of overwhelm and not able to take action–”Let’s check the news or CNBC” you say to yourself.
What I have found in my coaching work with very successful advisors is the fact there are only 2 types of actions or activities. Those that lead to revenue and everything else. Take a look at your list for today or this week and ask yourself one question about each item. “Will this generate revenue in the next 30 days?” If so highlight it or tag it in some way. Focus on getting those actions done first. Please listen to my expanded audio comments below and claim you FREE trial membership at my virtual coaching site –practicepower.net
