How many times have you heard someone say “I’ll add it to my list of things to do.” We all talk about the infamous “To Do List,” but we rarely address the things that are a complete time suck—things that should be included on a “Not To Do” list. It’s actually just as important to create a “Not To Do List” so we don’t get overwhelmed and lose sight of what truly matters. In this blog post, we'll explore the power of not-to-do lists and how they can help you make the most of your time.

WHAT IS A NOT-TO-DO LIST?

A not-to-do list consists of tasks, activities, or habits that you consciously decide to avoid or eliminate from your routine. It's a strategic tool that helps you to prioritize and stay focused. Identifying and eliminating non-essential or low-value activities that can be distractions will actually help you be more effective. This proactive approach to time management allows you to create boundaries...

Leading a financial planning firm as a CEO/Lead Advisor is a rewarding but ultra demanding role that requires exceptional time management, decision-making skills, and the ability to balance numerous responsibilities. You set the tone for your organization's productivity, and adopting effective strategies can make a substantial difference. In this short article, we'll dive into some of the best productivity tips tailored specifically for advisors, helping you navigate your busy schedules while driving your companies toward success.

 **Set Clear Goals and Priorities**

Begin by defining clear and strategic goals for your company. Once your overarching objectives are in place, break them down into smaller, actionable steps. This helps you focus on high-priority tasks and ensures that your efforts align with your company's vision. Check out podcast #56 of The Efficient Advisor Podcast to hear more about how I built my dream business 10 minutes at a time!

 **Master...