According to a recent article in ThinkAdvisor, many advisors cite disorganization and poor time management as their most significant issues. However, in most cases, their problem is not time management. According to Sandy Schussel, a coach and practice development consultant for insurance and financial professionals, the problem actually revolves around the lack of a clear objective.
Advisors who have a specific mission commit and constantly remain focused on their real objective. They know when to say yes and when to say no.
Author Steve Chandler shares what happens when advisors think that they have a time management problem. Advisors wake up each day and tackle a list of never-ending demands with no real sense of purpose or mission. This leads to always saying yes, and advisors soon fall behind with more on their plates than they can handle. Chandler says the solution is boldness. Advisors need the ability to be brave and strong in staying on mission.
Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.
