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How Financial Advisors Spend Their Time—and the Limits of Productivity

How much time do you actually spend sitting down with clients? How much can technology and staff actually help you with getting in front of more clients? And what does that mean for the future of the personal financial advisor?

Best Practices for Taking Control of Your Time

Horsesmouth Essential: Manage your time better and you’ll see 50 more clients a year, 10 more prospects, and five more COIs, according to findings from the FPA’s time management study, “Doing More With Less.”

Beat the Clock: How I Learned to Focus on What’s Really Important and Cut Out the Rest

What’s Working Now: She cut out all her personal hobbies but still struggled to get done everything she expected of herself each week. Through coaching, this advisor learned how to prune her to-do list and let go of the perfectionist tendencies that were making life unmanageable.