Use the 30/30 Rule two times per week to slowly, but surely, turn the tide in your favor.
The business environment never stops changing. How you did things before won't be the way you do them in the future. This evolution of productivity requires financial advisors to narrow their scope of focus, improve their workflow productivity, and learn how to implement cutting-edge technology to think more effectively.
Jason W. Womack, MEd, MA, is an executive coach to financial advisors. He has a master's degree in both applied psychology and education, focused on portfolio assessment. Jason is best known for the ways he integrates a deep understanding of psychology, sociology, and technology to build productivity practices that help financial advisors run their businesses more efficiently and successfully. He and his wife, Jodi Womack, have just published Get Momentum: How to Start When You're Stuck.
In my last interview with him, he said, "Throughout any 24-hour period, you will have to think about what you are working on, manage the specific projects you're responsible for, and do the tasks, actions, and follow-ups that need to be completed. As an executive coach, I help advisors work more efficiently. My mission is to teach you how to get more of the right things done."
With the release of Get Momentum, I've asked Jason to share three ideas that will build your business in five weeks or less:
Allyson Lewis: What are the three questions every financial advisor needs to ask themselves to improve their work-day productivity?
Jason Womack: I've discovered the three questions you must ask yourself if you're going to grow your business and to manage yourself, your clients, and your teams more effectively. They are:
1. Do you have enough time to think strategically and make plans to grow your business?
2. Do constant interruptions compromise your communication with both team members and customers?