“We all fool ourselves into thinking we’re more efficient than we really are,” says Julie Littlechild, president of Advisor Impact Inc.
Her firm has developed a time-management self-assessment checklist that can help you identify areas in which you can improve overall efficiency.
The list below is only a small sample from the Advisor Impact tool. How many of the following statements can you say apply to you?
> I have clearly established goals for my own retirement.
> I have clearly established goals for my business, which link directly to my personal retirement goals.
> I have clearly defined processes within my business for routine activities.
> I spend at least 30 minutes in planning activities each week.
> I delegate all or most activities I am not uniquely qualified to do.
> I deviate from my schedule only if there is some urgency with an important client.
— MAUREEN HALUSHAK
Time-management checklist
- By: Maureen Halushak
- December 6, 2007 December 6, 2007
- 10:12