2 step process to increase productivity

Time Management for Financial Advisors: 2-Step Process to Increase Productivity

That has long been the case in the financial services world. There is an old adage in the insurance business.

Seeing people, and fighting to see people is the best use of your time.

The problem is there are so many things demanding your attention, making it difficult to focus on these two areas.  There are client service issues, questions that need answers, and planning to do.

How can you get back to using your time better?

We’ve learned a few tips from advisors who prioritize their day and get the most out of their working hours. You can now learn from their expertise as well.

 1) First Things First

As Steven Covey said in his book, 7 Habits of Highly Effective PeoplePut First Things First. Remember that you have a fixed amount of time and the way you get more out of it is to manage yourself, not your timeSome people are better at this than others. But, you can get more of the important things done if you train yourself to be proactive instead of reactive. Client service issues are important and you need to handle them. Just don’t forget the life blood of your practice is meeting with people and solving problems.

 2) Delegate, Delegate, Delegate

You hear the word delegate thrown around often in today’s business environment. It is a great concept that is rarely utilized to its fullest. The definition of the word actually means:

Entrust (a task or responsibility) to another person, typically one who is less senior than oneself

Delegation implies there is other work to be done that is more important. Allowing others to handle the small stuff while you work on higher-ROI tasks is necessary for max productivity.

It is difficult to let go of a task or to remember to prioritize throughout the day. But advisors who are helping people and running profitable practices are usually skilled at both. We are always looking for ways to help you do more in less time.

We have created two tools that will help you get back to seeing people, and fighting to see people.

 Premium Estimate Form

Our premium estimate form will allow us to do the work behind the scenes that will get you the most accurate price for the client you are trying to help. Rather than running numbers and guessing at prices, we give a more realistic expectation for the people you meet with. Showing the best case premium to someone that will never get it will be a time waster in the long run. Save yourself time by giving your prospect a realistic vision for what they will have to pay and how long it will take to get the policy issued.


Long applications for life insurance take a lot of time and often result in missed information. We created the SNAP App process because we know you hate filling out page after page of paperwork. This process allows us to do that work for you. We contact your client on your behalf. In no time, we get all the info to complete the application, order medical, and send everything to your client for signature.

These two tools will make you more efficient and more profitable. Use them to get back some of your precious time.

As always, if you have any questions, we’re here to help.

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Posted in Life
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