Financial Advisor Marketing Podcast with hosts Stephen Oliver and Ben Glass
No BS Time Management For Entrepreneurs
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Meeting Purpose
Key Takeaways
- Effective time management is crucial for entrepreneurs to support their desired lifestyle and avoid stealing time from family/personal life
- Delegating tasks, setting boundaries on communication, and focusing on high-value activities are key strategies for maximizing productivity
- Regular, personalized client communication and showcasing one’s unique personality/interests are important for building strong professional relationships
- Joining 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 insights
- Broke Amazon’s inventory on launch day due to high demand
- Focuses 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 members
- Set clear expectations with clients about communication methods and response times
- Implement a “no unplanned inbound calls” policy, positioning it as a client benefit for focused work
- Utilize 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 connections
- Ask curious questions and listen actively to understand clients’ lives and aspirations
- Use 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 thinking
- Use time blocking to train your brain to focus and complete tasks within set timeframes
- Categorize tasks using the urgent/important matrix to prioritize effectively
- Limit to-do lists by scheduling tasks or delegating them by the end of the day
Mastermind Groups and Coaching
- Join or create mastermind groups for peer support and accountability
- Seek diverse perspectives from both within and outside your industry
- Consider working with a coach to help identify priorities and hold you accountable
- Use 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 competitors
- Share personal stories and experiences to make traditionally “boring” professions more relatable
- Use social media and content marketing to highlight your unique value proposition
- Don’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 Kennedy
- Leave an honest review on Amazon after reading the book
- Evaluate current time management and delegation practices, identifying areas for improvement
- Implement 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
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