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Financial Advisor Coaching – Be The Scheduler, Not The Doer

In yesterday’s blog I talked about the following strategy to get myself organized. I’m writing about this because I’m feeling somewhat fragmented after completing my book to the stage that it is printer ready and from being on the road 50% of the time in September.

1. Empty my head of all projects, ideas and actions
2. Prioritize them
3. Estimate the time required to complete them
4. Schedule them
5. Take action

With the amount of projects that I have on the go just now, it is very difficult for me to resist the urge to DO and it is taking me a lot of discipline to SCHEDULE and DO later.

After emptying my head I changed my mind and I’m just going to focus on my client calls and take a few days off from developmental projects just to take a break and schedule my projects throughout the month of October.

On another note, Canadians need to get unglued from CNN and get that it is not the Canadian News Network.

Knock on wood that Canada is somewhat insulated from the world economy and demonstrated by “We are just a little bit miserable” and “Canada not planning special measures for banks”.