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...
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....
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...
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...
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...
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...
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...
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...
