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How to spend more time on what really matters

IMPORTANT: If you want access to 65 ‘already created’ templates you can use to grow your advice business, click here to find out how.  


It’s a super busy time of the year.

So, here’s a short video (less than 2 minutes) with one practical idea you can use in your advice business today that will make a difference.

The written version is below if you prefer to read it.

Give it a go – and make every minute count!

Today’s video I’ll share a quick tip to help you avoid unnecessary repetition and duplication in your business so you can spend more time focusing on what really matters. 

You want to know a really valuable tip that I share with a lot of advisers.

If you want to stop doing the same thing over and over again, then unless your in the business of administration, which if you’re watching this video probably not, then I would say that you potentially are someone who does more than you need to be doing.

Here’s the tip: if you have to do anything… and that means whether it’s write a letter, write an email, draft an executive summary, anything at all that you need to write down, and you need to write it down more than three times (which means you need to repeat the activity more than three times), then that’s your queue that you need a template.

So if there’s:

  • a welcome letter
  • an introduction to the business
  • the executive summary on a Statement of Advice
  • if it’s just an acknowledgement or a confirmation of a meeting coming up
  • or maybe you had a meeting and it’s the follow up that goes out.

Whatever it is if you need to do it in your business, more than three times, then it needs to go to template.

And trust me by having a template it actually allows you to tailor it to be more personal in the areas that matter.

But don’t start it from scratch, don’t recreate it from nothing at the very beginning. It’s a waste of your time and I guarantee you’ve got better things that you can be doing to grow your business rather than writing the same thing over and over again.

So there’s the tip: if you’ve got to do it more than three times send it to a template.

It’s up to you what you do with it. Whatever you do though, make it count.


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