Getting Organized, Where do You Start?

Getting Organized, Where do You Start?

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clock-163202_640Invariably, when I am asked to coach a client to reach a higher level, to get unstuck, to achieve a new level of professional and personal performance, the issue of organization and time efficiency arises.  While some people are honest about their competency in this area, many are in denial. Some people may accept they’re inefficient, but are unwilling to embrace new methods of doing things. “I’ve always used a paper system and it’s served me well so far . . . I’m not changing now . . . and the infamous . . . I have a secretary who types, she can enter the information!”

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How much vacation time should you take each year?

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portf18While needs vary from person to person, my experience is that most financial advisors should take four or more weeks per year – preferably at least one week a quarter. The reason? You need it for your health and your business!

Studies have shown that financial advisors have one of the most highly pressured jobs in the U.S. Much of what you do involves salesmanship, with its attendant successes, anxiety – producing rejections and worries about where your next sale will come from. 

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