7 Tasks Financial Advisors Can Automate Today

... And Have More Time to Enjoy Summer “If you had an extra hour each day, what would you do with it?” Whenever I ask this question, responses vary . . . kayaking, spending time with kids, reading, taking a bath, virtual happy hour with friends, and the list goes on. Seldom, very seldom, do I hear “work more”! It’s so easy for work to [...]

2020-07-22T07:34:44-04:00By |Uncategorized|0 Comments

3 Ways Financial Advisors Can Leave the Office an Hour Earlier Each Day . . . Without Stressing

"What would you need to do to be able to leave the office an hour earlier each day?" That's a question I asked a client last week. Here's his response: CLIENT – "I own my own business; I can leave whenever I want." ME - [PAUSE] CLIENT – "Well, I mean, I just don’t leave early very often, because I want to make sure [...]

Are You Procrastinating or Do You Need a Break?

"I just can’t!” Admit it - sometimes we can just get so overwhelmed that making one more decision or doing one more thing is impossible to imagine. I’ve hit this point recently, and last week two of my clients did also. Is this procrastination - or do you just need a break? Here’s the Wikipedia definition of procrastination. “Procrastination is the avoidance of doing a [...]

Now Is the Perfect Time to Do This!

Many of my clients have been in this “new normal” a few weeks now - and are starting to fall into a routine. Routines are good - they allow you to regain some control over your day (which certainly helps reduce the stress) and they allow you to be more efficient since you don’t have to think about everything before you do it! AND [...]

2020-04-09T09:14:10-04:00By |Productivity|0 Comments

If I Only Had an Extra Hour…

I start most of my workshops asking the attendees what they would do if they had an extra hour each day. The #1 answer . . . sleep! WOW - even though I know that answer is coming, it still shocks me each time. How frustrating that we have created such a busy life that our basic need for sleep isn’t even being met! [...]

2020-02-24T10:04:25-05:00By |Productivity|0 Comments

Be the Leader Who Gets It Done!

We are more than halfway through January and I’m curious . . . where are you with dedicating time to your Q1 goals? Have you been majoring in the minors (doing all the little check-‘em-off-the-to-do-list tasks) and running out of time to work on your important strategic objectives? I get it - it can be really satisfying to check off 6 tasks in 20 [...]

2020-01-24T09:37:17-05:00By |Productivity|0 Comments

How to Identify the REAL Problem

One of the underlying philosophies I use when I work with leaders and teams is "if it ain’t broke don’t fix it.” It is important to dig into whatever the underlying cause is of the challenge and only “fix” that part that isn’t working, rather than trying to fix everything. For example, recently one of the organizations I’ve been working with thought they had a problem [...]

Stubborn or Tenacious?

Stubborn or tenacious... both flip sides of the same coin. And both characteristics that have served me well . . . and not well . . . in the last week! 😊 Let me set the stage. I had 2 days cleared on my calendar for a class that I’m taking out of town. This class meets once a month for a year and [...]

2019-11-20T09:31:29-05:00By |Uncategorized|0 Comments

A Connection Between Leadership and Productivity

A few weeks ago I had the opportunity to lead a breakout on 8 Dimensions of Leadership at the Dynamic Women Succeed event. Before my presentation started, one of the participants said, “Aren’t you the time management lady? Did you change your business?” So - good news - she knew the main focus of my business is to help leaders and teams be more [...]

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