Financial Planning
Time management tips
08 April 2019
Financial Planning
08 April 2019
Jayson Forrest is the managing editor of Money & Life Magazine.
Eight practitioners share their best three tips for managing their work/life/study obligations.
Q: With planners required to undertake additional study as part of FASEA’s new education requirements, what are your best three tips for managing your work/life/study obligations?
Andrew Dunbar CFP®
Director and Senior Financial Planner, Apt Wealth Partners
Licensee: Apt Wealth Partners
In our industry, planning is something we do for our clients every single day, but we’ve all been guilty of failing to do this in our own lives. When it comes to balancing work and study commitments though, planning ahead is a must.
***
Charles Badenach CFP® LRS®
Principal and Private Client Adviser, Main Street Financial Solutions
Licensee: Integrity Financial Planners
Like many advisers who have been working in the profession for over 10-15 years, it has been a long time since I was at university, so the next 18 months will be a ‘necessary distraction’ from the day-to-day challenges of working as a financial planner.
In balancing the competing priorities we all face, my three tips are:
Good luck everyone and I look forward to seeing you all on the other side!
***
Daryl La’Brooy CFP®
Principal and Financial Adviser, Hillross – St Kilda Road
Licensee: Hillross Financial Services
All advisers who want to continue to practice beyond January 2024 have to undertake some study.
This means trying to find some time to squeeze in these extra commitments on top of an already busy schedule. I will also have to undertake additional studies. Here is my plan of attack for study, which might work for others in the same situation:
***
Josh Dalton CFP®
Senior Wealth Adviser and Director, Dalton Financial Partners
Licensee: Hunter Green
In answering this question, I reflect on my time completing the CFP® Certification Program. The three tips I would draw from this experience are:
***
Cameron McLean AFP®
Financial Adviser, Acumen Wealth Management
Licensee: Futuro Financial Services
My three tips are as follows:
***
Corey Wastle CFP®
Co-founder, Verse Wealth
Licensee: Synchron
Here are my three tips:
* Essentialism: The Disciplined Pursuit of Less by Greg McKeown.
* Eat That Frog by Brian Tracy.
* The One Thing by Gary W. Keller and Jay Papasan.
2.Take advantage of these incredible time saving apps and software:
* Calendly: Allow clients, prospects and others to book phone calls and meetings in your diary. Never play phone tag again or receive a client phone call.
* Loom: Stunningly easy video software you can start using in minutes. Send videos to clients, your team, paraplanners – you name it. You’ll never send a long email again.
* Voxer: Streamline communication in your team by using this audio-based walkie talkie app. You’ll significantly reduce internal emails and phone calls.
* Simple Recorder: An easy to use voice recorder to make sure you never type a file note again.
Don’t break your study up into small little chunks of time, that’s ineffective. Block out your diary for a day, week, or more if you need, and go all in on smashing out your study (Jump on a plane and go interstate to sit in a hotel if needed, seriously!). Without distractions and a goal to complete X amount of study during this time, you’re more likely to get in ‘the zone’ and get it done.
***
Shayne Sommer CFP® LRS®
Private Client Adviser, Shadforth Financial Group
Licensee: IOOF
Setting yourself up for success in study can be similar in process to delivering successful outcomes to clients. My top three tips when recommencing study would be to:
Treating your study obligations like they are another client of your organisation can ensure you’re devoting enough time to the learning process and incorporating your findings into your day-to-day business.
The tips above helped me complete my Graduate Diploma and CFP® Certification Program studies whilst juggling work, a young family and my own sanity! Good luck to all in their future studies.
***
Michael Carmody CFP®
Director, Viva Wealth
Licensee: Sentry Group
When having discussions with friends, family or clients about balancing their lives, it seems to be the norm that people are always still seeking a more balanced life. The additional study for financial planners, is another example of real pressures on real people.
Through experience working with our clients, I have come to realise that people do not have to make significant changes to have an extraordinarily positive effect on achieving a happy balanced life.
The three tips I can offer include:
Most of all, whatever strategy you decide to use to best manage your time, it will require focus and diligence.
Tags in this article: Financial planning
Time management tips08 April 2019 Eight practitioners share their best three tips for managing their work/life/study obligations. Q: With planners required to undertake additional study as part of FASEA’s new education requirements, what are your best three tips for managing your work/life/study obligations? Andrew Dunbar CFP® Director and Senior Financial Planner, Apt Wealth Partners Licensee: Apt Wealth Partners In our industry, planning is something we do for our clients every single day, but we’ve all been guilty of failing to do this in our own lives. When it comes to balancing work and study commitments though, planning ahead is a must.
*** Charles Badenach CFP® LRS® Principal and Private Client Adviser, Main Street Financial Solutions Licensee: Integrity Financial Planners Like many advisers who have been working in the profession for over 10-15 years, it has been a long time since I was at university, so the next 18 months will be a ‘necessary distraction’ from the day-to-day challenges of working as a financial planner. In balancing the competing priorities we all face, my three tips are:
Good luck everyone and I look forward to seeing you all on the other side! *** Daryl La’Brooy CFP® Principal and Financial Adviser, Hillross – St Kilda Road Licensee: Hillross Financial Services All advisers who want to continue to practice beyond January 2024 have to undertake some study. This means trying to find some time to squeeze in these extra commitments on top of an already busy schedule. I will also have to undertake additional studies. Here is my plan of attack for study, which might work for others in the same situation:
*** Josh Dalton CFP® Senior Wealth Adviser and Director, Dalton Financial Partners Licensee: Hunter Green In answering this question, I reflect on my time completing the CFP® Certification Program. The three tips I would draw from this experience are:
*** Cameron McLean AFP® Financial Adviser, Acumen Wealth Management Licensee: Futuro Financial Services My three tips are as follows:
*** Corey Wastle CFP® Co-founder, Verse Wealth Licensee: Synchron Here are my three tips:
* Essentialism: The Disciplined Pursuit of Less by Greg McKeown. * Eat That Frog by Brian Tracy. * The One Thing by Gary W. Keller and Jay Papasan. 2.Take advantage of these incredible time saving apps and software: * Calendly: Allow clients, prospects and others to book phone calls and meetings in your diary. Never play phone tag again or receive a client phone call. * Loom: Stunningly easy video software you can start using in minutes. Send videos to clients, your team, paraplanners – you name it. You’ll never send a long email again. * Voxer: Streamline communication in your team by using this audio-based walkie talkie app. You’ll significantly reduce internal emails and phone calls. * Simple Recorder: An easy to use voice recorder to make sure you never type a file note again.
Don’t break your study up into small little chunks of time, that’s ineffective. Block out your diary for a day, week, or more if you need, and go all in on smashing out your study (Jump on a plane and go interstate to sit in a hotel if needed, seriously!). Without distractions and a goal to complete X amount of study during this time, you’re more likely to get in ‘the zone’ and get it done. *** Shayne Sommer CFP® LRS® Private Client Adviser, Shadforth Financial Group Licensee: IOOF Setting yourself up for success in study can be similar in process to delivering successful outcomes to clients. My top three tips when recommencing study would be to:
Treating your study obligations like they are another client of your organisation can ensure you’re devoting enough time to the learning process and incorporating your findings into your day-to-day business. The tips above helped me complete my Graduate Diploma and CFP® Certification Program studies whilst juggling work, a young family and my own sanity! Good luck to all in their future studies. *** Michael Carmody CFP® Director, Viva Wealth Licensee: Sentry Group When having discussions with friends, family or clients about balancing their lives, it seems to be the norm that people are always still seeking a more balanced life. The additional study for financial planners, is another example of real pressures on real people. Through experience working with our clients, I have come to realise that people do not have to make significant changes to have an extraordinarily positive effect on achieving a happy balanced life. The three tips I can offer include:
Most of all, whatever strategy you decide to use to best manage your time, it will require focus and diligence. |
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