Maximizing Productivity Top 5 Time Management Techniques for Financial Experts Effective time management is an essential skill for financial professionals; it’s more than just organizing your Google calendar or mastering multitasking. It involves balancing a range of responsibilities – from handling complex spreadsheets and client calls to attending team meetings, all while staying informed about … Continue Reading
Fusing Reflection with Efficiency A Memorial Day Handbook for the Astute Financial Guru So, here we are, Memorial Day, that glorious gateway to summer, and it got me thinking. This is a golden opportunity for us to hit the pause button on our Excel-addled brains and indulge in a bit of good old-fashioned reflection. Sure, … Continue Reading
Reviving The Blog: Small Business Secrets Hello Small Business Media Weekly Community, it’s me, Lori Brooks, and I’m back from my extended absence here! I do apologize for my disappearing act over the past few months. I’ve been dealing with some personal losses and let’s just say, it hasn’t been easy. But enough about me, … Continue Reading
How to create your sales practice secret weapon. Take a moment to think about all the deals you have closed over the years.How many client files do you currently possess?Can you name all of your clients, where you met, and their family makeup?When you finished closing the deals and you received your commission… what did you … Continue Reading
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