WAYS TO BE MORE FFECTIVE AT WORK

10

Top financial advisors know that it is their attitude-not luck-that drives their success.

This means that each day they wake up focused on achieving their goals, and they ensure that every item on their schedule is strategically planned to ensure they hit their targets.

While everyone wishes they knew the secret to rising to the top, the truth is that it requires capitalizing on your unique skills and talents to be effective at work.

DEFINE YOUR VISION 1

If you have no idea where you are going, then you have no clear path to take.

You can jumpstart your career by developing a clear vision of where you want to be in the next five years.

Write it down, record it or create an image that can be referred to when times get challenging.

MAINTAIN YOUR FOCUS 2

Financial advisors are known for starting their day early and ending late. Yet, working hard should be viewed as an opportunity to expand your skill set.

When you love what you do, keeping your focus means using every moment to its fullest potential.

TAKE CARE OF YOURSELF 3

Eating right, working out and getting a full night of sleep will help to give you the fuel you need to tackle your work with energy and clarity.

Remember that you have clients who depend upon you to make the best decisions so your health should always be a priority.

LEARN FROM MISTAKES AND MOVE ON 4

Sitting at your desk ruminating over failure will get you nowhere, and it’s a waste of valuable time. Everyone makes mistakes as they move up the career ladder.

Yet top advisors accept them as part of the learning process, take what they can from it and let go of the rest.

LEARN TO DELEGATE 5

When you are focused on reaching your highest potential, there are some things that need to be done by others.

Whether you lean on your spouse, assistant or partner, you should know that there is someone who can handle all of the menial tasks that detract from your attention.

Most importantly, you should be able to trust that whatever you ask will get done so you can consider the matter out of your hands.

CONTROL YOUR SCHEDULE 6

Workplace distractions will destroy your ability to be effective. Block out certain times in your day to manage emails and phone calls.

Then, when it is time, turn off your phone, shut your door and get down to work.

CHOOSE THE RIGHT MENTOR 7

Learning from your mentor’s experience should be your goal, and it is essential that you use their guidance to develop your professional habits.

Yet, it is also important that they be able to recognize your strengths and be able to provide feedback on how to correct any weaknesses.

BEGIN THE DAY READING 8

From current events to financial trends, your clients depend upon you to be aware of all of the latest news.

Start out your day by perusing professional journals and the most recent news and financial reports so that you begin your day with a clear understanding of how to make the best decisions.

STAY TRUE TO YOURSELF 9

Branding is a hot topic in professional circles, and you should have a defined identity as a financial advisor.

Make sure that your story is aligned with your professional goals and beliefs, and be ready to share it with potential clients.

CONTRIBUTE TO THE GREATER GOOD 10

Reaching new heights in your career should always be accompanied by an effort to give back to your workplace and community.

Whether you are hosting a charity drive or mentoring a new advisor, you can increase your effectiveness by developing solid business relationships that can be beneficial in the future.

Increasing your effectiveness in the workplace should always begin with a careful assessment of your current habits.

Then, use what you know to implement the strategies that will give you a clear vision and path to embark upon each day.

Seeking a new financial advisor

position? Speak with the

experienced financial advisor

recruiters of Willis Consulting Inc.

They can many top industry contacts and

can help you land the position you want.

See open positions at http://www.willis-consulting.com/financial-advisor-jobs/

Los Angeles Office:

Corporate Headquarters

719 Yarmouth Road, Suite 203

Palos Verdes Estates, CA 90274

310-373-7400 PST

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Scottsdale AZ 85260

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New York NY 10001

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