The Efficient Advisor Podcast:
Tactical Business Advice for Financial Advisors
Episode #048: Clever Productivity Solutions Short, Medium and Long-Term Tasks with Guest Avi Friedman
Running a financial planning practice is a lot like being the ringmaster of a 47-circle circus.
We manage a lot of chaos… and when done well, we put on a heck of a show! But, often when you step out of the light, you feel a little… exhausted.
Every ringmaster loves a good life hack. You know, the kind that helps you get something done faster, the kind that helps you stay organized or the kind that frees up your time to work on the stuff that really matters.
In today’s episode we’re really going to focus on the 3 different areas we need to be employing these productivity strategies to manage our circus:
- SHORT TERM: The time-sensitive stuff that needs to get done right now – the tasks
- MEDIUM TERM: The projects we have going on – little longer in timeframe, and a little longer in scope
- LONG TERM: The big picture things – the CEO stuff. Business building and scaling.
Come one, come all! Join Productivity Coach Avi Friedman and I to explore different ways that you can get and keep your “ish” together while moving forward on your big goals.
-----------------------------
Links from Today's Episode:
Take your Kolbe Assessment Here
Take your Free Enneagram Here
Connect with Glenn @ [email protected]
Connect with Libby on LinkedIn Here
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Grab Avi's Productivity Tracking Tool
Avi is sharing his favorite time tracking tool for Efficient Advisor listeners to use in their own practice.
My favorite part, is the column for wasted time. Ain't nobody got time for that.
Listening to Podcasts Should Have an ROI
Email Me New Episodes!
Join The Efficient Advisor Community!
Join our private Facebook group where advisors from all over the world share best practices, what's working, what's not working, and free content and coaching! When you click "Check It Out" you'll be directed to the group. Click "join group.
