September 20-November 15. Sessions Take Place Every Other Tuesday.

Finally Regain Control of Your Time and Your Schedule So You Can Really Enjoy Your Life and Your Business!

• Seize the three-pronged opportunity of greater profitability, improved client service, and a better quality of life for you
• Conduct meaningful time tracking that reveals where you waste time and which tasks take more time than you realize
• Implement a new daily, weekly, monthly schedule system as a strategic opportunity that gives you greater control

Join The Great Advisor Time-Management Dividend Project!

This time management program will transform how you run your day, your week, your team and your personal life!

You will learn:

• The secret to scheduling 50 more client meetings a year
• The simplest way to find the funds to hire support staff
• How to ease tensions in the office and help your staff be more productive
• When NEVER to schedule client meetings
• What time management practices allow you to improve profitability and/or give you more time out of the office doing what you love: travel, golf, gardening, visiting family, whatever you like
• How to stop running out of week before completing your To Do list
• How to recognize what tasks should be delegated, or not even done at all

Overview

The Great Advisor Time-Management Dividend Project is a group coaching program designed to help you regain control of your professional and personal life through smart management of your schedule.

Over five 90-minute sessions, practice management expert Teresa Riccobuono will lead you through an analysis of how you spend your time now, followed by the creation of your custom Model Week and Master Calendar. The five-session program spans 8 weeks so you have time to design, test, implement, and revise your new schedule approach to get it running smoothly after two months.

Three Types of Advisors Who Will Benefit

1. Advisors who’ve never analyzed how they spend their time and suspect they could be more efficient
2. Advisors who feel consistently that their days seem frenzied and out of control
3. Advisors who are looking to boost profit without working nights and weekends or want to use new-found time to spend more time out of the office away from the computer

How The Time Management Program Works (Five sessions over 8 weeks)

Participants will meet for five 90-minute sessions with Teresa Riccobuono, a 20-year practice management and recruitment specialist working with financial advisors.

The timing of the sessions has been spaced out to give you the opportunity to test the skills in your practice and get support through the program as you implement these time management changes over an 8-week period.

The sessions are live, and offer interactive instruction, workshopping opportunities, group feedback, and personalized coaching.

All sessions will be recorded and accessible for up to 60 days after the program ends.

Additionally, all participants who complete the program will have access to Teresa for a 10-minute coaching call anytime within 60 days after the end of the program.

Program Materials

You’ll receive downloadable tools and templates to use throughout the program to conduct your time analysis and construct your drafts of Model Week and Master Calendar.

PROGRAM SCHEDULE

This 8-week program runs every other Tuesday, with participants meeting with Teresa Riccobuono for four 90-minute, in-depth instructional sessions, one 90-minute session for drop-in help, and ongoing support from the workshop leader between sessions.

(Sessions run 90 minutes and starts at 1 PM EDT/ 10 AM PDT and are recorded)

Session #1, September 20

Time Tracking: Get It Right, Avoid Pitfalls, and See the Path to a Better Work-Life Balance

Goal: Understand the scope of the workshop and set the foundation for building your best practice and life.

Objective: Learn how to analyze your time and establish a balanced schedule

Session #2, October 4

The Model Week: How to Regain Control of Your Practice, Protect Your Priorities and Increase Happiness

Goal: Understand what a Model Week is, and why it’s the key to your sense of control and happiness

Objective: Prepare to develop your Model Week

Session #3, October 18

From Model Week to Master Calendar: Fine-Tune Your New Work Style and Learn How to Never Miss Important Activities Again

Goal: Understand How to Ensure Important, Non-Recurring Tasks Won’t Be Missed

Objective: Create a Firm Master Calendar and Revise Your Model Week

Session #4, November 1

Open Classroom for Drop-In Coaching and to Share Insights

Session #5, November 15

Keeping the Time Dividends Coming: How to Overcome New Challenges and Ensure Continuing Success

Goal: Understand How Activity Management Impacts Your Entire Practice for the Long Term

Objective: Learn how to consistently implement activity management such as auditing, time tracking, improved client experience, thorough meeting prep, staff participation, and life satisfaction.

Mini-personal coaching: Throughout the program, if you encounter any specific challenges, you have email access to Teresa and if necessary, a brief phone call.

Seven Reasons to Commit to the Time Management Program

1. You feel too much stress. You know you’re working too many hours and you can’t keep working the way you have been.
2. You won’t be alone. You’ll have the support you need to succeed throughout the 8-week program.
3. Your client service will improve. When you actually have more useful time, you’ll be able to apply that to the quality of the client service you deliver now. Better service in less time to more people.

4. You’ll be the Big Dog now. No more being the tail wagged by emails, phone calls, last-minute meetings, and office interruptions.
5. You’ll collect the “time management dividend.” It’ll be up to you to decide how to spend it: more money through more client meetings. Or more life enjoyment out of the office.
6. You want to stop feeling overwhelmed. It’s a new feeling when you’re in control of your time and in control of your business.
7. You want to live the full life. You don’t want to be completely defined by your work. You can have more time to pursue passions outside of work.

Meet Teresa Riccobuono, Your Workshop Leader

Teresa Riccobuono is a Practice Management and Recruitment specialist in the Financial Services Industry. Having worked as a Financial Advisor, she is uniquely familiar with the pressures and demands of the job. Her business, Simply Organized, works with individuals and teams to organize their Financial Advisor practices for profit and peace of mind. Teresa is a regular contributor to Horsesmouth and a frequent contributor to Advisor Perspectives and an occasional contributor to the Nerd’s Eye View blog. She was named the 2020 Client Experience Coach for the Financial Planning Association.

Join The Great Advisor Time-Management Dividend Project Now!

Your program fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below.

About Horsesmouth

Since 1997, Horsesmouth has been helping financial professionals succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

FOR INSTANT SERVICE, Call Toll Free: 1-888-336-6884, Ext. 1 (Outside U.S.): 1-212-343-8760