Select Language

Select a Language
If you click Change User the user id will update, triggering a page reload, which will propagate that new user's context on the page. If you click the refresh button after you select a new user it will refresh and take you back to the original logged in user.
Log in to access resources reserved for MDRT members.
  • Learn
  • >
  • Improving your time management
Improving your time management
Improving your time management

Jan 02 2018 / MDRT Podcast

Improving your time management

How do you identify the tasks that prevent you or your staff from working most efficiently? In this episode, MDRT members discuss how hiring and delegating enhances the practice’s ability to operate at peak levels.

By MDRT Podcast

Topics Covered

Time management
You’ll hear from:

Thomas F. Levasseur, CLU, CLTC
Jedediah Harrison Levene, CFP, CLU
Adam Llewellyn Morse, CFP

Episode breakdown:

0:30 – Bringing on an experienced manager
1:39 – Delegate, don’t micromanage
3:33 – Reimagining the schedule for client meetings
4:35 – Keeping staff priorities organized
5:28 – Using technology to improve prospecting
6:46 – Establishing an email diet
7:35 – The benefits of turning off your phone
8:29 – Developing your process and helping clients understand it

Share

AUTHOR

Featured in this audio

Recently Added

Beyond finance: Individuals outside the financial profession every financial advisor should learn from [Nirmal Debnath]

Beyond finance: Individuals outside the financial profession every financial advisor should learn from

By Ayushi Sharma

View
How to tailor financial advice to fit the unique needs and goals of your clients [Merryl Baptista]

How to tailor financial advice to fit the unique needs and goals of your clients

By Ayushi Sharma

View
Anticipating the financial needs of Gen Z clients and advising prospects towards adequate insurance cover [Komal Atal]

Anticipating the financial needs of Gen Z clients and advising prospects towards adequate insurance cover

By Nikhil Varma

View
Enhancing your offline persona through cultivating an online presence: Tips and strategies [Khushboo Bajaja More]

Enhancing your offline persona through cultivating an online presence: Tips and strategies

By Ayushi Sharma

View
A former flight attendant's sky-high client servicing standards [Beth Daffodil Uy Tan]

A former flight attendant's sky-high client servicing standards

By Beth Daffodil Uy Tan

View
Finding motivation during challenging times as a financial advisor

Finding motivation during challenging times as a financial advisor

By Augustine Seah

View
How I navigate awkward conversations with clients

How I navigate awkward conversations with clients

By Aaron Kane, B Bus, AFA, Adam Thomas Rex, AIF, CFP

View
Retirement realities: Unique challenges for women

Retirement realities: Unique challenges for women

By Clay Gillespie, CFP, CLU, Twyla Hardham, CFP, Barbara A. Pietrangelo, CFP, ChFC, Brandon J. Wellman, CFP, RICP

View
Overcoming a financial advisor’s internal self-doubts [Cedrick Cruz]

Overcoming a financial advisor’s internal self-doubts

By Joana Austria

View
Why negative feedback is not a setback [Ella Grace Nuguid]

Why negative feedback is not a setback

By Antonette Reyes

View
Inside an MDRT book club: Insights on introverts

Inside an MDRT book club: Insights on introverts

By Dana Mitchell, CFP, CLU, Ted Rusinoff, Brendan Clune Walsh

View
Financial advisor on-call: Strategies for engaging doctors [Mardeo Vellon]

Financial advisor on-call: Strategies for engaging doctors

By Antonette Reyes

View