How to Avoid the Spiral of Lost Productivity

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According to Bloomberg Businessweek, 90% of financial advisors do not feel in control of their business? I believe it. At my firm, we see it reflected every day in our advisor clients as we help them learn how to get more done in their day and make more money in the process.

It’s common for advisors to be so busy that they forget to lift their heads up to notice that busy doesn’t mean effective or efficient. Many of our clients come to us feeling overwhelmed and stressed with too many priorities, exhausted from long hours and lack of effective systems, frustrated with their referrals and a lack of time to dedicate to growth and distracted throughout their day. Their heads are swirling and they aren’t taking very good care of their health.