Productivity Archives - The Prosperous Advisor Coaching Blog

Is a 4-Day Work Week for Financial Advisors Possible?

Is a 4-Day Work Week for Financial Advisors Possible? The average person will spend over 90,000 hours in a lifetime working a job. That is about a third of our lives behind the grindstone, trying to make enough money for the things we enjoy the most (as well as paying rent or […]

Financial Advisors: How to Hold Yourself Accountable and Eliminate Self-Defeating Behaviors

Written by Suzanne Muusers on

Stop holding yourself back Financial Advisors: How to Hold Yourself Accountable and Eliminate Self-Defeating Behaviors. If you’re not getting the results and success you want as a financial advisor, it’s easy for you to blame outside factors. But in many cases, you may be the one hindering your own success. […]

How Financial Advisors Can Move Up the Earning Pyramid When They Hire an Assistant

Written by Suzanne Muusers on

Are you doing it all? Feeling overworked? Not enough time to think about where you’re taking your financial advisory business? Don’t have a five-year vision? At a certain point in your solo career you will reach maximum capacity. When that happens and you do nothing about it, important issues may […]

Financial Advisor Time Blocking to Boost Productivity

Written by Suzanne Muusers on

I often write about financial advisors who are not working productively. They allow the pressures of the day to take them off task. They run around willy-nilly without any real order to their day. It’s no wonder then that they don’t get much done, let alone make time for proactively […]

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

Written by Suzanne Muusers on

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 […]

How Busy Are You? Overcoming Overwhelm In The Investment Management Business

Written by Suzanne Muusers on

Are you spending too many hours at work? Do you get to work before the sun comes up and leave after the sun has set? (Or it feels that way?) Do you go home at night with a large pile of work on your desk that still needs to be […]

Financial Advisor Productivity: 19 Bad Habits Financial Advisors Can Banish

Written by Suzanne Muusers on

Financial Advisor Productivity Mistakes Richard arrived at the office at 9:30am, set his stuff down, sashayed over to the coffee maker and poured himself a cup of Joe. He hung around talking to Jim about the news of the day. He caught up with Kathy and got the skinny on […]

The Best Financial Advisor Weekly Schedule

Written by Suzanne Muusers on

Do you have a productive Financial Advisor Weekly Schedule? Being unproductive is a huge roadblock to financial success. I have been coaching financial advisors since 2004, and 99% do not have a Model Work Week with a focus on their top priorities. They could be time blocking for client meetings […]

Coaching Tip of the Week – Minimize Interruptions

Written by Suzanne Muusers on

How many times have you left the office and wondered “What the heck did I accomplish today”?? If this has happened to you, then you are not alone. Trying to get more done while using fewer resources is a fact of life these days. My Coaching Tip of the Week […]

Coaching Tip of the Week – The Human Mind and Your Email

Written by Suzanne Muusers on

What is the single biggest impediment to excellent productivity and ultimately, financial success? It is inefficient use of time. You know what I mean. When was the last time you wasted time on tasks that don’t directly bring you any financial benefit? I’ll bet it was just today or yesterday. […]