We all love to have a productive day at work. A day when we tick off important tasks on the list and leave office with the satisfaction of a good day’s work. As an advisor, your workday is typically frenzied and the challenge is to complete all your tasks in given time.
Increasing productivity and work efficiency does not require any upheaval in your schedule. Rather you just need to make small tweaks to your daily routine to make the most of your day.
First 15 minutes of your day
This is the most crucial time of your workday. Managing this time effectively sets the ball rolling for the remaining day.
Start with a sip of tea, coffee or warm water
For many of us travelling to office is a bit tiring. So rather than jump into work immediately, take a mini-break, drink a glass of water, tea or coffee and get yourself energised to conquer the day.
Read news and get latest industry updates
This has dual benefits – 1) You can proactively reach out to clients in case any latest news affects them and 2) You can strategise your day’s activities on the basis of any important industry development
Build a to-do-list
Having a tasks list helps you achieve a balance between marketing activities, client meetings and new client acquisition.
Have a daily chat with at least five clients
Have a quick chat with at least five clients to update them on their portfolio and the latest markets development.
Tackle vital yet unappealing tasks first
This will give you a feeling of achievement and get you pumped to complete the remaining tasks.
Last 15 minutes of your day
Optimising the last 15 minutes of your day helps you chart the next day’s course and kickstart it with a plan at hand
Evaluate your social media presence
This is a good time to have a brief look at your business interactions on social media platforms.
Wrap up small tasks
This is a good time to complete any small pending tasks related to client acquisition like sending a mailer as the client may have a look at it after returning home from work.
Review your day
Reviewing the day helps you understand what went right, what went wrong and what you can do differently.
Put thoughts on paper
Sometimes a brainwave will hit you right at the end of the day. Jot down the idea and work on it the next day rather than attempting to tackle it right that instant as a tired mind is prone to errors.
Remember home-time is sacrosanct
It is important to have a healthy work-life balance. Once you are out of office leave all work related thoughts there. Communicate this to your clients as well so that they know not to disturb you at odd hours.
