Posted by householder on March 13, 2013 0 COMMENT(S)
Many advisers struggle with how to make time for tasks that they know are important, such as additional communication with clients, networking and marketing
Veronica Aaron, an adviser in Fullerton, Calif., doubled her client base and profits by upgrading the qualifications of her employees and delegating more tasks to them. At the same time, she cut her work hours to 20 to 25 a week — to improve her personal life.
Each evening, Ms. Aaron compiles a list of her most important tasks for the next day and e-mails it to her staff, letting them know what she expects help with so she can dedicate 90% of her time to clients. She also builds in time for interruptions.
“I’m keen on time management because it’s important to me to be a good parent, as well as the best adviser to my clients and to give them the time they need and deserve,” said Ms. Aaron, an adviser with The Householder Group.
To read more of this article: http://www.investmentnews.com/article/20130217/REG/302179978
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