Coach Tip of the Week: Listening for Productivity
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Tag: Productivity
Course Script: Maximizing Advisor Productivity
This is a readable script of the Maximizing Advisor Productivity course in Carson Coaching Online. Download
Key Performance Indicator Guide
Use this resource as a guide for what key performance indicators to track in your firm. Download
Advisor Scorecard
Use this resource as an example when tracking advisor key performance indicators. Download
Time Survey for Advisors Exercise
Use this tool to track advisors’ time and ensure time spent is on high-value activities. Download
Time Management Tips
Use this tip sheet to learn best practices of time management. Download
Productivity Scorecard
Use this tool to make sure you’re spending your time on high-value activities for advisors. Download
Ideal Week Schedule
Use this tool to help you outline your ideal workweek for improved productivity and work/life balance. Download
Advisor Productivity Tips
Use this tip sheet to save time and maximize advisor productivity. Download
6 Most and Vital One
Use this form to outline your 6 Most Important and Vital 1 tasks each day and maximize your productivity and efficiency. Download