By C. Richard Weylman, CSP, CPAE
Sales Management Magazine published a study that said the average advisor spends approximately 80% of their time on trivia. Trivia is defined as things that do not move a business or practice ahead. Activities defined as trivia include managing paperwork, spending time on computer hypotheses, focusing on the minutiae and mundane and not investing in the activities and services necessary to reach out into the marketplace and spend more time with prospects and clients.
Recognizing that the job of a services professional is to reach out into the marketplace and maximize opportunities with decision-makers, the challenge becomes how to increase your effectiveness. In order to get off to a fast start at the beginning of the year and be more effective, you should ask yourself how and why you mismanage your efforts. Is it procrastination because a task may seem overwhelming? Or is it because of confused goals? Maybe you’re just feeling overwhelmed.
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