Three things you need to focus on to achieve even higher results in 2013.
One of the best parts of my work as a financial advisor, speaker, and writer is the quality of people I am able to meet. Author and executive coach Jason Womack is one of those people--and a personal friend.
He is the CEO and founder of The Jason Womack Company and works with top corporate performers (including financial advisors), increasing their effectiveness and efficiency. He teaches a "success mindset," including strategies and productivity habits used by successful advisors worldwide.
His book, Your Best Just Got Better (Wiley, 2012), is used as a manual to understand and practice the most productive habits of knowledgeable workers today. It teaches that success as a financial advisor is magnified by your ability to strategically think about the needs and positions of your expanding network, execute on your defined priorities, and work collaboratively and effectively in a volatile market. The most important resource--more than time even--is your attention. The fact is, there are just three things (not dozens!) that you need to focus on to achieve even higher results.
Focus on Your Thinking
As an advisor,you're accountable to engage in three very different kinds of work. Throughout any 24-hour period, you will have to think (about all you're working on), manage (the specific projects you're responsible for), and do (the tasks, actions, and follow-ups that need to be handled).
Weekly, focus first on the kind of work that you have--the work to think about. Consider the success factors that are a part of helping you thinking more (and less!) effectively. Here are just two things to consider:
Your Context: "Where" you work influences "what" you think about. Where can you go for about an hour a week to do deeper, bigger, and more holistic thinking? A conference room in the office? A coffee shop in your local community? Your basement/den/home office? It's possible, by putting yourself in the right context, to focus in smaller chunks of "time," but think about more because there are fewer things to distract you.
Your Network: "Who" you're around influences "what" you think about. Once a month, make an appointment (coffee or lunch) with someone "just outside" your current social network--that group of people that you spend the most time with. When you meet, learn what you can about how they see the world, what they notice when they think of your industry, and what they're concerned about. Many times, you'll find they let you see a problem or opportunity from a new perspective--one that you can take advantage of and utilize in your own business plan.
Focus on Full Engagement
How do you work effectively and efficiently when it's time to sit down and get things done? Here's the first suggestion Jason makes when he's working one-on-one with his clients: Know when you are at your best. Make sure you're doing the appropriate "kind" of work at the appropriate time of the day/week/month.