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Time-Saving Hacks for the Busy Advisor


Time-Saving Hacks for the Busy Advisor

Nowadays, advisors are busier than ever.

From managing your current client’s accounts, to meeting with prospects, to creating an online brand, it seems like there’s never enough time in the day to get everything done! Well, by using some (or all) of our time-saving hacks, you can increase productivity and conquer everything on your daily to-do list.

1. Implement Good Technology

Never underestimate how much time a good technology solution can save you. Keep your prospect list in an Excel spreadsheet? Spend hours creating your quarterly reports? CRM software like Base, and advisor platforms like ATLAS/X can automate many of the daily tasks you’re doing by hand or using clunky programs like Excel to do.

2. Meet Virtually

Using virtual meetings not only saves your clients time, it saves you time too! Why waste time driving to a meeting when you could meet with clients from the comfort of your own home/office? Plus, many advisors using virtual meetings have found that virtual meetings are often shorter and more productive than in-person meetings. Springboarding off of tip #1, implementing technology to help you host virtual meetings can further boost your time-savings.

3. Repurpose Content

You know you should to be writing a blog, creating a quarterly newsletter, and updating social media accounts, but who has time for all that? By repurposing content you create organically, you can shave hours off the time it takes you to build your online brand. To repurpose content, take some time each week to look through your email and see what questions your clients have been asking, or what hot topics are going on in the market. You can turn email responses you’ve sent to clients’ questions into blog posts!

Another way to repurpose content is to use something you write across multiple media channels. For example, if you write a blog, you can post a link to it on your LinkedIn, send out a Tweet, and even include the same blog content in your quarterly newsletter! Get creative about the way you approach content creation and you’ll increase your online presence in no time.


4. Hire Help

Sometimes, the most productive way to do something is to hire someone else to do it! Have trouble coordinating your busy schedule? Why not hire a part-time assistant? Struggle with creating useful content for your blog? Why not hire an intern to write and edit blog posts? Have no idea how to tackle updating your website? Why not implement an outsourced solution? Though all of these things have upfront costs, they can save you lots of time, which will ultimately save you money in the long-run.

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