How mini-vacations increase productivity
Are you more focused in short meetings or long meetings? Do you get more done right before vacation or right after vacation? Heidi Hanna, Ph.D., is an expert on using psychology...
Tag Archives: time management/office efficiency
Revolutionizing efficiency and engagement with AI
Working hard and producing high-quality work is nonnegotiable, but unnecessarily working harder won’t score you extra points in life. In fact, it may cause you to burn out and have...
Time-saving AI note-taking tools to transform client meetings
AI note-taking tools can transform financial advisors’ productivity and engagement in client meetings, and this is likely only the beginning of its possibilities. These tools are becoming more comprehensive and...
Scaling your business to effectively serve more clients
Dentists can be efficient time managers, often seeing multiple patients daily. The process at the dentist’s office is that you usually spend almost all of your time with the hygienist....
Get more done with productivity tips that work
Most people want to be more efficient and spend more time doing what they love instead of what bogs them down. Yet, multiple small issues and tasks — both planned...
How to minimize staff miscommunication
Have your staff members ever had a misunderstanding about who was responsible for what? Or have you tried to teach a new employee to do something, only to realize you...
Time management and how to select a winning team
One of the most important decisions most financial advisors make is when and how to add a staff person or build a team. This is a decision that is usually...
Working at full speed in a new year
It happens to everyone. We overeat during the holidays. We say: “I’ll get serious about eating sensibly in January.” Monday, January 4, arrives. We say: “I don’t need to get...
Productivity ninjas let clients book online
Some clients are difficult to reach. Some you can get in touch with, but they aren’t able to schedule a meeting. Others could schedule a meeting, but not for a...
