Ten Tips to Increasing ProductivityTen Tips to Increasing Productivity

Los Angeles:  “When you’ve been in the business as long as I have, nothing is new.  I’ve heard it all before,” Jim prefaced as he segued into his issue, “but I know I’m not as productive as I could be – I always get pulled off track.  I guess it’s my ADD.”

Jim’s self-diagnosis aside, getting off track is an affliction with which many advisors can identify.  The professional world of a financial advisor is rife with distractions.  These productivity killers are often quite insidious, presenting themselves in numerous disguises; other advisors, incoming phone calls, irrelevant meetings, wholesaler interruptions, emails, and the list goes on.

In celebration of the Oechsli Institute’s 35 years in business and Jim’s preface of “I heard it all b...