TITLE

A Fresh Approach to Time Management

AUTHOR(S)
Leyes, Maggie
PUB. DATE
January 2002
SOURCE
Advisor Today;Jan2002, Vol. 97 Issue 1, p44
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Focuses on time management among financial advisors. Time management at AllAmerica; Guide in developing a time management system; Benefit of coaching advisors to make better use of their time.
ACCESSION #
5907536

 

Related Articles

  • Better business: How to make the most of your time.  // Money Marketing (Online Edition);6/5/2014, p37 

    The article offers time management strategies for financial advisers including client work and meetings, administration and management, and personal and professional development.

  • A Can-Do List. Richards, Dan // Financial Planning;Jan2003, Vol. 33 Issue 1, p94 

    Provides a list of New Year's resolutions for investment advisers in 2003. Management of priorities; Most effective way of the use of time;Treatment of top clients.

  • JUST SIGN, SEAL AND DELIVER IT. Degenhardt-Burke, Carri // On Wall Street;Jul2006, Vol. 16 Issue 7, p48 

    Provides ways to financial advisers on how to deal with administrative hassles. Adoption of time management strategies in dealing with administrative hassles; Advantages of prioritizing the workload; Factors to consider during prime selling and consulting times.

  • Mentoring Best Practices and the Village Approach. Youngwirth, Joni // Journal of Financial Planning;Feb2014, Vol. 27 Issue 2, p24 

    The author recommends best practices for mentoring financial advisers as of February 2014. Recommendations involve evaluating the time management skills of financial advisers, aligning expectations, prioritizing communication, and setting specific, measurable, achievable, realistic, and...

  • Time-Saving Shortcuts. Gregory, Kip // Advisor Today;Mar2004, Vol. 99 Issue 3, p68 

    Offers tips for insurance and financial advisers on how to use their computers to enhance their productivity. Tips on using the Excel, Outlook and PowerPoint software; Tips on using the Internet Explorer.

  • PRESIDENT'S MESSAGE. Johannessen, Mark // Journal of Financial Planning;May/Jun2008 Solutions, p4 

    The article presents advice on how financial planners can make effective use of May and June, when business tends to be slow. Read work-related magazine articles that you have been postponing. Arrange for in-house training sessions for employees, perhaps including material on practice management...

  • PARAPLANNERS: Answer to Work Overload? Crane, Amy Buttell // Journal of Financial Planning;May/Jun2008 Solutions, p6 

    The article discusses the use of paraplanners in a financial planning practice. Paraplanners can help ease a planner's burden by performing a number of chores that may be beyond the expertise of administrative staff, includng preparation for client meetings, client data entry, and project...

  • TAKING TIME FOR A SAFETY STOP. Sclafani, Ray // On Wall Street;Jun2007, Vol. 17 Issue 6, p68 

    The article focuses on the importance for financial advisors to take a safety stop for the health of their practice. Such importance is discussed in the case of Jim, an advisor in Princeton, New Jersey, who instituted a daily safety stop in the form of a 15 minute meeting with his entire group...

  • Protecting Your Resources. Moore, William L. // Advisor Today;Apr2004, Vol. 99 Issue 4, p48 

    Discusses how insurance/financial advisors can manage their time effectively. Different ways to avoid procrastination; Importance of delegating work to others; Proactive methods to avoid delay; Suggestions on how to deal with outgoing calls.

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics