Mar 11 2015

Is This the Best Thing?

Are you finding yourself spending too much time focused on unimportant distractions and wondering how you can better manage your time? This week, Sandy offers a super simple, low-tech solution to this familiar problem. Implement his suggestion, and you’ll flow through your day focused on the progress that REALLY matters.

Mar 20 2014

The Guilt-a-Beast

Over the past two weeks, I’ve been busy producing material that you may find useful. Two weeks ago, Postema Marketing Group sponsored a Webinar I presented called Making Client Referrals Easy.  The entire program is now available on YouTube, just by CLICKING HERE. This week, Sabrina-Marie Wilson released my interview on her acclaimed radio show “Abundant Success”, and it’s

You Can’t Count the Time You Spend Washing Socks

Many professionals complain about the long hours they work.  For some, at least, all those hours are being compensated.  These professionals are moving and shaking because they want to make as much money as possible—even at the cost of family time, recreation, and often, their own health.  It’s difficult to be sympathetic about their complaints,

Throw Away Your “To Do” List

Every week, I try to provide you with a message of value—either to keep you motivated, or to help you hone your skills to get more clients—or for whatever else you want in your life.  Today’s message has an almost Shakespearian relevance: “To Do” or “NOT to Do”…That is the Question! During my workshops, when

Work Smarter III: Focus on the Vital Few

“There’s just never enough time to do all the things that need to be done!” Dave, an insurance producer, told me during a recent workshop.  “Is it possible,” I asked Dave, “that you’re focusing on the trivial many instead of the vital few, and that’s why you don’t have enough time?” I explained to the

Ask More Questions FIRST

Cheryl, an advisor who consulted me to help her find and keep more clients, was questioning why I told her to spend most of her appointment times asking questions, rather than telling her potential clients about her knowledge and abilities. “In the past,” she protested, “I spent as much time as I could telling them

Tell a Better Story

Brad, a financial representative with a major Broker-Dealer, was complaining about email and phone interruptions.  He knew he was getting so caught up in playing with his smart phone—trying to figure out how it could alert him only for certain contacts—that he was sacrificing hours of real work. “You make choices,” I told him, “about

Is SUCCESS Ruining Your Practice?

“I think too much business is the worst thing for my practice,” Brandon complained. Brandon is a financial planner who was working with four or five newer clients.  He was worried that he was too busy to be out looking for his next clients, and in a few weeks, he’d have no one waiting in

Work Smarter (cont.): A Lesson in Activity Management

“I can’t get any work done,” one of my clients recently complained.  “I’m interrupted so many times each day that nothing seems to get finished.  I really need your help to manage my time!” “We can’t really manage time,” I told her.  “But we can manage our activities.” Then, I gave her three suggestions for

Work Smarter, NOT Harder

How many times have you heard some time-management “Guru” say the words above?  If you’re like most people, when you hear them, you nod, as if to say, “Yeah, that’s a really great idea!”  But you really want to scratch your head and add, “But how do I do that?” People often confuse hard work with struggling.