In the fast-paced world that we live in today, time is of utmost importance. Getting more done in less time can only be accomplished when we stay focused enough to be productive. This is particularly crucial for financial advisors, especially when dealing with many target groups and various client needs. Here are some pointers that can help financial advisors to remain productive.

Set clear goals

This is one of the most basic tips on how to stay productive over a long period of time. Without a clear vision, it is easy to stray away from productive work and get distracted with activities that do not contribute to your goals.

Plan your day

At the start of the day, you might want to start listing the things you need to accomplish. By writing them all down, you can easily spot tasks that can be delegated to other people or which ones have priority. However, overplanning or planning every hour of every day within the week can also be counterproductive, so be careful. Schedule only 50% of your time at the most to allow for other activities that may also require your time.

Take advantage of technology

Aside from being fast-paced, this world today is also very much interconnected. Many investors use social media like Facebook, LinkedIn, Twitter and company blogs. Through the power of the internet, it has become easier to share your thoughts with a wider audience, such as colleagues in other locations as well as current and potential clients. Financial advisors should take advantage of this quick technology and invest in a tablet or a smartphone.

Take time to structure team meetings

To make the most out of meetings, carefully structure the gathering before scheduling it. Start by defining the purpose of each meeting. Keep in mind that your client or even your employee is setting aside important time from his or her own commitments, so do not waste both of your times. Do not call a meeting just for the sake of having one.

Once you know the purpose of your meeting, stay focused on that purpose. You may need to spend a lot of time reviewing decisions that were made earlier and discussing the next steps that can be taken, the people involved and their responsibilities, various deadlines, and other important topics.