1.Start with a clean office (or, for some, a clean car).
This is really easy to do if you work at it daily instead of weekly or monthly. Make it a point before you go home each day to organize your workspace so you’re more likely to start off the following morning right. Remember, having a messy office and/or car, if you’re always on the road, limits your productivity.
2.Put daily routines in place.
Put habits and schedules in place for everything. Here is a short list of things I do on a habitual schedule in regard to my practice:
Studying new products and keeping up with industry trends
3. Make a to-do list of 5 items or less, and prioritize it.
If your list has more than five items, you probably have an issue with delegation (which is an entirely different blog). So, let’s start with five so you can really focus. Once you complete the list, prioritize it. Then, here is the trick: start with the most important task and don’t begin anything else until it is completely finished. Distractions prevent you from completing your important to-do items, so make sure you are organized and focused.
4. Use a mobile calendar that is synced with your staff’s.
With today’s technology you have so many options for syncing schedules. I personally use Google Calendar and add all of my appointments as they are booked. I’m not just referring to sales appointments either. Include everything (i.e., kids’ events, doctor appointments, etc.), so your staff doesn’t double book you throughout the week. For this to be effective, your staff needs to have access to your calendar and the ability to make updates as needed. Syncing your calendar with your staff’s is also a great way to keep track of when they will be out of the office. Plus, with everything being accessible on phones, computers, and tablets, there is no excuse for everyone not to know each other’s schedules.
5. Remember all of your important follow-ups and items by categorizing them in one place.
All advisors, including myself, have struggled with this at one time or another. In fact, I am just now beginning to master it by keeping a folder of the big things I’m working on, such as leads, follow-ups, and blog ideas. Essentially, I keep all important, pending items in my folder until they are complete. I even cart it home with me each and every day, so I can update and organize it at night in preparation for the following morning. This strategy definitely keeps me from dropping the ball on important things, and I highly recommend you do the same or something similar. For example, you can track everything electronically; a pending folder just works best for me. Find what works for you, and turn it into a habit.
Following these five steps should help you organize your day and increase your productivity. If you use other tips and tricks, share them below.
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