Time management and business processes
This profession can be complex, so it’s important to equip your advisors with the skills to operate smoothly when faced with competing priorities. Your experience will be critical in helping advisors navigate and manage it all. In this topic, your advisors will start to master the fundamentals of time management and learn how they apply to their goals.
Spark meaningful conversations to motivate each advisor.
What are your biggest time management challenges? What tips from the MDRT Academy’s content could help you address those challenges?
What typically interferes with your productivity? How can you counteract those interruptions or distractions?
What rewards could you implement to motivate you to be more disciplined in your time management?
Supporting your team is easy and intuitive.
Activities and resources for advisors are presented below. Here are two simple options for sharing all this information with your advisors, as well as conversation starters to help when you and your advisors check in.
Option 1
Click the button below to copy the messaging, drop it into an email and send it to your advisors. Then schedule regular check-ins with them to discuss their progress.
Option 2
Connect with your advisors individually or in small groups to walk through the messaging below. Then set up a check-in to discuss what’s working and how you can help guide them.
This is the messaging to share with your advisors:
Take smarter control of your day.
We all have the same amount of time each day, but successful advisors know how to make the most of it. Next, you’ll learn about time management and business processes that work for you instead of against you. A few simple habits can make all the difference.
Set up productivity baselines
How do you achieve more each day while still maintaining your standards? There are proven techniques. Start by going into the Learn section and exploring at least three Time Management resources.
Put scheduling fundamentals into daily practice
Within the Learn section, under Business Processes or Time Management, find a Webcast focused on building the basics so you can set yourself up for success. Find something you can apply to your own work.
Here are five relevant resources to explore:
Be intentional about time management
2 strategies for more meaningful productivity
A technique to avoid time-wasting
Each week you will also receive a Weekly Growth Plan within the Academy, personalized to you. Your Growth Plan, as well as the Connect section of the Academy, where you can network with other Academy members, are good things to engage with regularly.