Time Management for Financial Professionals

Overcoming the Bottleneck in Your Business

Grow your business by doing one or two things you already know how to do

Time management problems?

We are all looking for that life-changing technique that’s going to help us take control of our time and really get things done. But we can’t control time. Regardless of what we do, time keeps marching on.

Since we all face the challenge of having more things to do than time to do them, how do some advisors stay busy all day without moving the needle, while others seem to make leaps and bounds without breaking a sweat?

The Pillar System is the solution

Brian Margolis, founder of Productivity Giant, discovered the answer to this question. While many advisors spend most of their time “doing” and “reacting" with minimal returns, others identify high-leverage, results-producing activities and focus on them at the expense of everything else. This is what Brian calls the Pillar System. This system boils your job down to one or two activities (pillars) that, when executed weekly, greatly increase the likelihood that you'll hit your goals. And the best part? You only need to do activities that you're already good at.

The benefits of using the Pillar System include:

Avoiding frequent changes in direction ("shiny object syndrome")
Accomplishing more by focusing on less
Focusing on activities that maximize your earnings potential

How to get started:

First, watch our webinar replay (you’ll need to be logged in or register). The replay teaches you how to identify your pillars. Next, download the worksheet below. It will guide you through the process and help you stay on track.

Prospect Business Professionals by Sharing These Strategies

Your clients and prospects face many of the same challenges you do. In fact, small business owners think they would need 69 hours per week to run their businesses successfully. After you've mastered the Pillar System, you can teach it to other sales and business professionals as a unique way to deliver value, prospect, and potentially generate referrals. To view a worksheet that you can use as a teaching tool specifically for that audience, as well as how to implement the system with them, click here.

Next Steps

Get the Pillar System worksheet below.
Watch our Overcoming the Bottleneck in Your Business replay.
Identify your pillars and contact your Hartford Funds advisor consultant about being your accountability partner.