Protecting time to accomplish tasks that are most valuable is a crucial and challenging objective for business owners.
We all have too much to do and too little time to do it. And for financial professionals who manage their own business, finding the right formula for prioritizing and streamlining work can be the greatest formula for a successful work-life balance.
On the premiere episode of The Big Picture Advisor podcast series, productivity professional Laura Stack joins us to discuss how you can use productivity tactics to strengthen and grow your practices.
What the specialists say
In The Big Picture Advisor, episode 1, Laura discusses how increasing productivity can help you focus activities on high-value tasks that will drive maximum value to your businesses. Here are some tips to ensure you kickoff 2020 in the most productive way:
Independent financial professionals often wear many hats and manage everything from human resources, to operations, to everything else that helps their business run. Staying on top of every task though can be a challenge even for the most efficient among us. Laura suggests seeking help by delegating, outsourcing, and systematizing tasks that do not add value.
Set goals and expectations
Your role is to set the strategic vision for your practice. Whether you’re a team of one or 30, think about how you want to spend your time and be smart about how many hours you allocate to sending emails, attending meetings or managing the office. Laura suggests the greatest results for any business starts by focusing on accomplishing the most-important tasks first. If you’re stretched too thin, you easily can lose your strategic thinking and get caught up in the day-to-day.
Use productivity tools and methods
Luckily, we live in an amazing age with infinite options for streamlining work. But identifying the tools that work best for your work style and job responsibilities is a choice that only you can decide. Leverage techniques or technology to take control of your schedules, work effectively, and maintain work life balance to avoid burnout.
To maximize efficiency, Laura recommends protective availability, routinely structuring your week, and focusing efforts on maximizing results, value, and impact. Hear more from Laura on how to be a productive professional in her premiere episode of The Big Picture Advisor.
About Laura Stack, MBA, CSP, CPAE
Award-winning keynote speaker and bestselling author of eight books, Laura Stack is a noted expert in employee and team productivity. She is best known by her moniker, “The Productivity Pro®.” Her engaging personality, combined with over 25 years of experience helping organizations achieve results, have made her one of the most sought-after experts and keynote speakers in her field. She works with top companies to ensure that businesses and the professionals within them are as efficient as possible.
Episode 1 – From the desk of: Laura Stack, Productivity Pro
Finding the right work-life balance
Laura Stack discusses how increasing productivity can help financial professionals focus their activities on high-value tasks that will drive maximum value to their businesses.