The two biggest time wasters for most financial planners are: They don’t plan their day They are disorganized physically, mentally, emotionally, and with their time. The two things that can be done to put a stop to these time wasters: Plan your day Be more organized. Sound oversimplified? Maybe, but without fixing these…
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Sneak Peek of A Woman’s Way!
Does this sound familiar?
- I’m tired of clients telling me how much they love me but never refer me.
- I’m uncomfortable asking for referrals. I never know what to say.
- I’m frustrated with my COIs. They never refer me as much as I refer them.
- I am overwhelmed. My head is swirling with too many priorities.
- I get buried before my first cup of coffee. I never get anything done.
- I have so many distractions in my day, it drives me crazy!
We understand and we know how to fix it. Here at Productivity Uncorked, we coach financial advisors to get more done and make more money. We take your productivity pretty seriously.
If you are a successful financial advisor that wants more client and COI referrals, more AUM, more focus, more control of your life and practice and more productivity in your day, then it’s time for you to UNCORK your productivity and stop holding yourself back.
Being unproductive is frustrating and feels bad, especially when you know that you can do better. We help you to create effective and intuitive systems that work for and with you.
Together we will fix your referral productivity issues and create a referral strategy that leverages your relationships. Together we will develop the support mechanisms to maximize your daily productivity, creating your new normal.
It’s all possible. That’s what we do all day, every day. We know productivity in the world of wealth management. We UNCORK productivity for financial advisors and team managers every day through coaching, speaking, relationship assessments and our books.
If you’re ready to UNCORK your full potential, we’re ready to make it happen! Contact us or give us a call at 412.352.2888 to learn more.