You aren’t the only one who is swamped during the day. There are bound to be people you can’t reach.
If many of your clients and prospects are inaccessible during normal business hours, you may have better luck reaching them after hours, suggests Michael Silver and Eric Sheikowitz, co-founders of advisor coaching firm, Focus Partners.
Instead, designate the occasional evening to work beyond your normal hours.
“Use this time to get your office and practice better organized,” Silver says.
Set aside some other catch-up projects to fill the time between phone calls. Maybe you need to
Looking for some other ways to stay productive and stay ahead of the competition?
-
Terri Kallsen will precede him next year as chair of the Board of Directors; Seay will take over that role in 2027.
32m ago -
The popular industry recruiting and retention barometer provided another window into the challenges facing LPL Financial with its latest major acquisition.
2h ago -
The Wall Street powerhouse has built its wealth division in large part through big deals but is not "looking to make acquisitions just for the sake of it, " said CEO Ted Pick.
2h ago -
But the Bank of America subsidiaries nonetheless reported rises in AUM and net revenue in the second quarter while adding thousands of new client relationships.
3h ago -
The accusations led to the end of 16 years at the firm.
July 15 -
In an earnings call Tuesday, CEO Charlie Scharf credited brokers in the firm's branches for working with consumer bankers for a 10% increase in new assets.
July 15