Phone :919-329-2723   |   Mail :[email protected]

Time Management

This program teaches several modern techniques that will help financial professionals better manage their time on both a “macro” and “micro” scale.

Some of the issues we discuss include:

  • Goal setting
  • Strategic and tactical planning
  • Establishing solid habits and rituals
  • Personal work disciplines
  • Maximizing team efficiency
  • Daily/weelky/monthly execution models
  • Activity tracking and measurement
  • Managing unpredictable events
  • Getting started: the power of movement
  • Campaign development