The Early Bird Gets the Worm – Get to Work Before 8!

Productivity What’s the one thing you can do to make sure you’re at the top of your game? If you could figure out how to boost your productivity so that it would allow you to achieve far beyond what you’re accomplishing now, what would that look like?

If you could improve your prospecting efforts so that it yields far better results and allows you to achieve a level of income that exceeds your dreams, how would that feel? So let me ask you, what time you get to work?


Get to work early!


We are talking about productivity! In essence, setting up your ideal day so that you get to work early, take care of crucial business tasks, and spend time on prospecting!

Over the past 11 years, I’ve had the privilege of working with some of the most successful financial advisors in the financial realm. These advisors started with very little and built big books of business. How did they do it? Well, they didn’t get to the office at 9a.m., that’s for sure!

Recently during a client coaching call, I worked with a client on how to be productive and focus on getting his work done efficiently so that he can achieve his rather aggressive business goals this year. Below are some of the success tactics we discussed.


Benefits of getting to work early:

  • Developing a morning routine to get going on important tasks by 7:30am.
  • Take the time to catch up from the previous day – make sure nothing fell through the cracks.
  • Focus on the sales cycle in the morning – this makes for better cash flow!
  • Prep for service calls so that you are being proactive and looking for opportunities to serve the client while enhancing cash flow.
  • Turn off the email dinger and exit email – who needs the distraction?
  • Be more relaxed so that you can enjoy the day!


Avoid distractions

The important point to make here is that it takes 20 minutes to return to productivity after being interrupted. So if you can get to work early, take care of outstanding business issues, and set up a sales process that focuses on service and cash flow, you’ll be more productive!

If you get to work at 9am, by the time you review the previous day and get situated for your day, it will be 11am and almost time for lunch.

So, be the early bird and you’ll get the worm!


Financial Advisor Brand Benefit #1- Higher Quality Clients

higher quality clientsHas your branding remained in the 20th century, while your firm has moved ahead with gaining new business and new clients? Do you have a desire to attract higher quality clients to your financial advisory firm?

Is it about time you re-branded?

As a Branding Coach for Financial Advisors since 2004, I see many brands and websites that are stuck in the last decade with outdated color schemes, old design elements, and stock messages.

Your brand test

1.Take out your business card right now! What does it look like? Would you be proud to hand your card to a new prospective financial planning client? Could you attract quality clients with this business card?

2.Go to your website right now. What is the copyright date on your website? Is your website visually appealing, attractive, and designed for quality clients? Could it be that you need a brand update?

3.Take out your firm brochure. Is it a tri-fold brochure design from the last decade that uses stock imagery? Or is it simply old with outdated information?

Change your branding with the times

Designs change, popular colors change, and design layout changes. Changing with the times is important if you want to stay current with your brand and convey that you are up to date in your handling of client needs, desires, and investments.

Quality branding attracts better quality clients

Using the concepts of quality design, you can appeal to the desires and needs of more sophisticated clients, who routinely make decisions subconsciously.

Consumers buy based on EMOTION

A good brand captures emotion and uses it to influence buying behavior. Clients are willing to pay more for services that are presented through quality branding. NEVER FORGET THIS!

Imagination inspires!

My job when working with clients on their branding is to gently guide them into making intelligent design decisions. Sometimes this means getting more creative. Sometimes this means pushing the envelope.

It can mean pointing out that quality clients with the assets to invest have generally traveled consistently to other countries, have tried fine wines, own iPads, iphones, and MacBook Pros, and drive sleek, sturdy cars. What do all these things have in common?


Good design attracts quality clients. There’s no doubt about it.

As left-brain thinkers, advisors have a tendency to stick with design concepts that are conventional rather than creative. So when my clients’ design selections border on plain, I remind clients that they hired me for a reason: EXPERIENCE. Nothing can take the place of knowledge gained through practice.

I often mind myself saying “I only want the best for you so it follows that the more creative design option is definitely the way to go for your firm.”

Or, “In my professional opinion, it makes senses to go with the more creative option if you want to attract better quality clients who appreciate what you do for them and who are willing to pay your fees.”


So if you are at a place where you’re questioning whether you need to update your brand, read through the brand test above, and then CONTACT ME for a consultation. The best time to get started, is NOW!

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