Full Advisor Coaching - The Podcast

Priorities, Productivity & Presence: The Art of Time Management (Ep. 7)

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Do you get caught up in maxing out your productivity? 

It’s time to get down to brass tacks with Kristin Harad on the Full Advisor Coaching Podcast. Kristin shares her learning as a student of productivity and effective time management for business owners.  Along with a slew of recommended reading, Kristin shares essential strategies for financial advisors aimed at clarifying priorities, boosting client experience and achieving personal fulfillment.

Key Highlights:

  • Client Experience & Priorities: Kristin connects the dots between client experience and setting your business priorities 
  • The Art of Saying No: Discover the significance of prioritizing tasks and embracing the mantra, “if it’s not an absolute yes, it’s a no”
  • Structured Focus Time: Kristin shares her personal technique of time blocking for creative tasks and maintaining consistent routines
  • Presence in Personal and Professional Life: Kristin’s personal story highlights the power of undivided attention in enhancing life experiences
  • Effective Task Management: Learn the ‘Task Triage System’ for optimal task organization, leveraging technology and team for heightened efficiency
  • And much more!

    • Resources:

    • Book: Essentialism: The Disciplined Pursuit of Less
  • Book: Effortless: Make It Easier to Do What Matters Most
  • Book: Deep Work: Rules for Focused Success in a Distracted World
  • Book: Slow Productivity: The Lost Art of Accomplishment Without Burnout
  • Book: Come Up for Air: How Teams Can Leverage Systems and Tools to Stop Drowning in Work
  • Website: Dan Sullivan & Strategic Coach
  • Website: Timeular.com
  • Upwork | The World’s Work Marketplace

    • Connect with Kristin Harad: 

    • LinkedIn: Kristin Harad, CFP®
  • FullAdvisorCoaching.com
  • X: KristinHarad
  • Email: [email protected]
  • Scheduling link for a Fit Assessment:  https://go.oncehub.com/KristinHarad
    • ...more
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    Full Advisor Coaching - The PodcastBy Kristin Harad
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