Time Management:
Best Practices for
Financial Advisors

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It is literally true that spectacular success in the financial services industry comes from implementing more best practices. But some best practices are more equal than others.

Two of these are:

1. Build a well-structured financial advisor team.
2. Spend the amount of time allocated for work in the best possible way.

For a personal explanation of how the Gorilla CRM System can help you build the team and to better utilize your time, please call Jill Webster, 888-495-7303

The Well-Structured Financial Advisor Team

The first half of time management is having more of it. "The secret" to more time is a well structured team. There is a huge difference between a bunch of people doing stuff, and a well structured team.

In "Surefire Team Development" I have compiled all my articles from Research Magazine on team development, management and structure, but I have good news and bad news about it.

The bad news: it's long.

The good news: it's very thorough. And if you think about how much you might spend on your team over the rest of your career, it would make sense to download and read the best material on team development in financial services.

If you have any questions about the well-structured team, Jill Webster would be glad to help. Please call her at 888-495-7303

Maximizing Time Value

The second half of time management is spending the time allocated for work in the best possible value.

That requires a structured day.

The structure we recommend to Bill Good Marketing System Clients is called the "Model Day."

The "Model Day" is a series of structured time blocks. Organized

To learn more about the model day and how to structure yours, download and print "The Model Day: Key to Better Time Management."

You should also download "The Model Day Worksheet." This is an Excel Worksheet that will help you design your own Model Day.

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