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?
-
John Evangelista took inspiration from his mother's financial plight to carve out a niche serving university employees.
1h ago -
A new academic paper finds variable prepaid forwards to be much more effective than options collars with margin loans — even though they're more complex and less accessible.
4h ago -
When asked to compare AI to movies, financial advisors are still optimistic about the ways it can help them. But there's a growing sentiment that bad actors could hijack things.
4h ago -
The U.S. House bill aimed at protecting investors 65 or older or those who have a mental or physical impairment from fraud, has bipartisan support.
June 26 -
Subscribers can stay up to date on key industry issues while earning one hour of continuing education credit toward maintaining professional certification.
June 26 -
Financial therapy helps people analyze thoughts, feelings and limiting beliefs surrounding money. Therapists shared what they want advisors to know about approaching client relationships.
June 26











