Five Ways Tracking Can Improve Your Practice

Five Ways Tracking Can Improve Your Practice

If you don’t set clear targets or measure your performance, you won’t know if your business is going in the right direction. So, set aside time to identify the areas that are key to your overall success – then take steps to track how you’re doing. Your tracked data will help you understand how to improve or change things for the better so you can progress towards your ultimate goals.

Here are five ways how tracking can help you improve your practice.

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5 Ways to Improve Your Time Management – Starting Today

5 Ways to Improve Your Time Management - Starting Today

Becoming an elite advisor has everything to do with making a commitment to doing the right activities. The difference between success and failure is down to what you do with your time.

As both a financial advisor and a business owner you need to focus on profit-generating activities. And you are not generating income unless you are sitting in front of clients, or talking with them on the phone. Refuse to let any other activities take precedence over appointments and prospecting.

Here are 5 ways to help you improve your time management skills.

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Focus on What’s Important

Focus on What’s Important

If you want to reach the top of your profession as a financial advisor, you need to focus on the basics. Dedicate your time to prospecting, asking for commitments and managing client relationships. Success will only come your way if you think gathering assets rather than DOL rulings and falling fees. So stop getting distracted. If you want to build a successful business, focus on what’s important.

Here are six things to focus on, starting today.

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