Time Management Techniques for Elite Producers

One of the attributes of elite level producers is their ability to effectively use their time. In many cases, time management is a primary reason a producer’s practice is not reaching its full potential.

Commonly producers who feel pressed for time feel like the business is “running” them instead of the producer running the business. When operating a small business, the owner is often the marketer, accountant and sometimes the receptionist. When filling so many critical roles, it’s easy for time to slip away.

CreativeOne’s infographic can help solve your time management concerns.

The solution is to do three simple things:

  • 1. Set your goals
  • 2. Organize your time
  • 3. Create a calendar

You may need to revisit your goals a few times a year to make adjustments based on your progress. How is your time (personal, planning, productive and management) organized each month based on your client needs, holidays, vacations, and family obligations? Elite advisors create a calendar each week to allot time for specific income producing activities. Make sure your time is being wisely spent so that you can successfully reach your business goals.

For more information on time management, please contact your CreativeOne sales team at 800.992.2642.

FOR PRODUCER USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.  13770 – 2014/10/12

Related terms: Marketing, Practice Management


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