I was really pleased by the enthusiasm and engagement of all the advisors who attended my “Time Blocking” presentation at the Cambridge Ignite 2014 gathering in Chicago last week.
Working with all sorts of advisors since the mid-80s, I’ve learned that successful advisors are constantly seeking knowledge that will improve their lives and their practice. As a simple rule, we are a measure of our habits. Studying and adopting the habits of successful advisors can help you be more profitable in business and happier in life.
I was particularly impressed with the high value that Cambridge places on its people and its nurturing culture. I’ve never seen an organization that lists “Kindness” as one of its core values but it’s entirely fitting with Cambridge. Finding and maintaining an appropriate work/life balance is a prime pursuit for advisors, as it should be, and Cambridge fully understands that.
We were also pleased to sponsor the Cambridge Ignite Fun Run to benefit Glenwood Academy. I’ve been an avid runner for many years. Besides helping me to stay in good physical shape, running gives me the opportunity to focus my thoughts and block out my day. On today’s run I came up with three tips for a more successful practice for financial advisors.
- No matter what, do one thing every day to bring in new business. A phone call, email, letter, or connection through social media. Get in the habit. Every day.
- Time block “Focus Fridays” out of the office. Spend the time working on your business instead of being in your business. Once a week may be difficult for some advisors. Start with one Friday per month. I’ve found that advisors find this so productive that they progress to 2 – 3 times a month and then every week.
- Stay true to the core task of your position and delegate the rest.
Let me know if you’d like a copy of my “Time Blocking” presentation. I’d be glad to send it to you. Email me at firstname.lastname@example.org. Follow my blog posts here and connect with me on LinkedIn. I look forward to seeing you at the Financial Planning Association Conference in Seattle September 20 – 22. – Mike Sciortino