CHAPTER 8
Time Management for New Financial Advisors
“TIME IS MONEY” is nowhere more true than in financial services. How you spend your time determines how successful you are. There are so many distractions and so much information in this business that it takes a deep level of motivation and discipline to focus on the right activities. Those advisors who focus on the right activities are well on their way to building a million-dollar business. The right activities are:
Appointments with new, qualified prospects
Prospect follow-up calls and ...
Get The Million-Dollar Financial Services Practice, 2nd Edition now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
