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  • WHAT WE DO
    • COACHING
      • PRIVATE COACHING – ADVISORS
      • PRIVATE COACHING – MANAGERS
      • TEAM COACHING – NEW ADVISORS
    • A WOMAN’S WAY PROGRAM
    • SPEAKING
    • DiSC ASSESSMENTS
  • FOR FEMALE ADVISORS
  • OUR BOOKS
  • BLOG
  • KUDOS
  • ABOUT
    • MEET PATTY KREAMER
    • MEET MICHELLE R. DONOVAN
    • MEET THE TEAM
    • FAQs
  • CONTACT

Category Archives: Organizing

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Organize Your Office

Top Ten Tips to Organize Your Office

OrganizingBy Productivity Uncorked, LLCSeptember 22, 2020Leave a comment

Stop for a second and look around your office.  What if your best client decided to pop in on you right this very second?  Would your office represent you well?  Would your office reflect the kind of service you provide to that client?  Or, are you looking at piles of paper that need filing, pairs…

Must-Haves for a Lifestyle Practice

Freedom: Four Must-Haves for a Lifestyle Practice

Organizing, ProductivityBy Productivity Uncorked, LLCAugust 5, 2020Leave a comment

A lifestyle practice is all the buzz right now. Many financial advisors chose to get into the business because they like the freedom associated with running their own practice. They like helping people secure a worry-free retirement while still being able to attend their own kid’s soccer game on Thursday evening. They like being able…

Is Working Long Hours Worth It?

Organizing, ProductivityBy Productivity Uncorked, LLCJune 6, 2020Leave a comment

We often hear our clients say that they work 50, 60, 70, 80 (and sometimes even more) hours per week. Is this healthy and productive? The answer is most likely no. The time that you use to work overtime has to come from somewhere. Many times, we sacrifice family time; but often times, we give…

Lifestyle Practice

Freedom Rings: Four Essentials to a Lifestyle Practice

Organizing, ProductivityBy Productivity Uncorked, LLCMay 27, 2020

Many financial advisors chose to get into the profession because they like the lifestyle freedom associated with running their own practice. They like helping people secure a worry-free retirement while still being able to attend their own kid’s soccer game on Thursday evening. They like being able to support their family with ample revenue and…

Stretching Exercises for Your Financial Practice

Networking, Organizing, ProductivityBy Productivity Uncorked, LLCApril 22, 2020

Webster says this about the word “stretch”: “Stretch: To draw out to the full or fuller length, breadth, or extent”. A few years ago, I had an index finger on my left hand that seemed to go numb quite often. It was beginning to get ridiculous and it was also beginning to travel up my arm.…

Prepare Yourself for When COVID19 is Past Us – Adopt an Attitude of Intent

BLOG, Organizing, ProductivityBy Productivity Uncorked, LLCApril 1, 2020

  We are knocking on the door of a recession pretty hard right now. COVID19 is testing our stamina in many ways. The question that’s probably crossed your mind a time or two already has been, “What impact will it have on the success of my practice?”  Or a more significant question might be ……

Work From Home

So Now You Have to Work From Home!

BLOG, Organizing, ProductivityBy Productivity Uncorked, LLCMarch 18, 2020

If you’ve never worked from home and the Coronavirus is mandating that you do, it can be quite a challenge. For the past 26 years, I have worked out of my home and have coached many first-timers on making the move to domestic officing! I’ll jump right in: Several things to consider: Kitchen table or…

Potato Chips and Your Practice

BLOG, OrganizingBy Productivity Uncorked, LLCMarch 4, 2020

Do you want to be more in control of your life? Your health? Your time? Your practice? Your referral process? If so, you need to be more in control of the choices you’re making. Every day, you’re faced with choices. You go to the grocery store and enter the snack aisle. As a kid, there…

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