E137 – Building a Rich Business Life Part 2
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In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin continue to explore strategies for financial advisors to build a successful and fulfilling practice. They emphasize the importance of effective time management, clear goal-setting, and structured planning to boost productivity and profitability. Key topics include the significance of intentional meetings, understanding economic drivers, prioritizing quality client interactions, and maintaining a balanced schedule. They also highlight the value of team collaboration, measuring success through lead indicators, and setting boundaries to ensure personal well-being.
In today’s episode we will cover:
- Structured planning methods.
- Implementation of time blocking to enhance productivity and maintain focus.
- Streamlining team communication.
- Setting clear boundaries with clients regarding availability and response times.
- Role of project management in maintaining organization and accountability.
- Emphasis on continuous improvement and regular assessment of processes.
- Balancing work and personal life through designated free days and structured schedules.
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We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.
