Financial Advisor Marketing Podcast with hosts Stephen Oliver and Ben Glass No BS Time Management For Entrepreneurs * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/ Or subscribe to our podcasts using your favorite platform: https://advisorwealthmastery.com/subscribe-to-podcasts Meeting Purpose Discuss Ben Glass's new book "No BS Time Management for Entrepreneurs" and share insights on effective time management and business practices for professional service providers. Key Takeaways Effective time management is crucial for entrepreneurs to support their desired lifestyle and avoid stealing time from family/personal lifeDelegating tasks, setting boundaries on communication, and focusing on high-value activities are key strategies for maximizing productivityRegular, personalized client communication and showcasing one's unique personality/interests are important for building strong professional relationshipsJoining mastermind groups and seeking coaching can provide valuable accountability and perspective for business growth Topics Book Overview: No BS Time Management for Entrepreneurs Co-authored by Ben Glass and Dan Kennedy, recently published (2-3 weeks ago)Fourth edition, expanding on previous versions with new insightsBroke Amazon's inventory on launch day due to high demandFocuses on entrepreneur-specific time management strategies Effective Delegation and Communication Boundaries Use technology (e.g. Loom) to create training materials and knowledge bases for team membersSet clear expectations with clients about communication methods and response timesImplement a "no unplanned inbound calls" policy, positioning it as a client benefit for focused workUtilize team members to handle routine client communications and process-driven tasks Client Communication Strategies Maintain regular, personalized touchpoints (e.g. print newsletters, birthday cards, anniversary acknowledgments)Share personal interests and unique aspects of your life to build deeper connectionsAsk curious questions and listen actively to understand clients' lives and aspirationsUse handwritten notes for a personal touch that stands out from automated communications Time Blocking and Priority Management Schedule appointments with yourself for important tasks and strategic thinkingUse time blocking to train your brain to focus and complete tasks within set timeframesCategorize tasks using the urgent/important matrix to prioritize effectivelyLimit to-do lists by scheduling tasks or delegating them by end of day Mastermind Groups and Coaching Join or create mastermind groups for peer support and accountabilitySeek diverse perspectives from both within and outside your industryConsider working with a coach to help identify priorities and hold you accountableUse these resources to overcome "analysis paralysis" and take decisive action Personal Branding for Professional Services Showcase unique interests and personality traits to stand out from competitorsShare personal stories and experiences to make traditionally "boring" professions more relatableUse social media and content marketing to highlight your unique value propositionDon't be afraid to let your personality shine through in professional communications Next Steps Purchase and read "No BS Time Management for Entrepreneurs" by Ben Glass and Dan KennedyLeave an honest review on Amazon after reading the bookEvaluate current time management and delegation practices, identifying areas for improvementImplement at least one new strategy from the discussion (e.g. time blocking, improved client communication)Consider subscribing to Ben Glass's newsletter for ongoing insights applicable to professional services
