Ep 233: Maximizing Your Productivity By Leveraging Your Time Not Your Technology with Patty Kreamer
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 15 June 2021
⏱️ 90 minutes
🧾️ Download transcript
Summary
Patty Kreamer is the co-owner of Productivity Uncorked, a productivity coaching firm that specializes in helping financial advisors become more organized and efficient so that they have more time to focus on what is really important in their personal and professional lives. At the heart of their methodology is a focus on prioritizing the things that get us out of bed in the morning, rather than implementing technology tools meant to increase productivity on the front end.
Listen in as we discuss the practical things that you can use today to increase your productivity and focus, the importance of having clear boundaries with clients, and how delegating can be a game-changer for busy advisors. Patty also shares the number one key to scaling your business, which surprisingly has more to do with mindset and self-confidence than it does with being productive and efficient in the business.
For show notes and more visit: https://www.kitces.com/233
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with |
| 0:07.1 | financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading |
| 0:12.4 | financial advisors navigated the inevitable challenges that arise on the path to success |
| 0:17.4 | and get insight from leading industry consultants about how to break through to the next |
| 0:22.2 | level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. |
| 0:28.6 | Welcome to the 233rd episode of the Financial Advisor Success Podcast. My guest on today's |
| 0:34.4 | podcast is Patty Kramer. Patty's the co-owner of productivity uncorked, a |
| 0:39.0 | productivity coaching firm that specializes in helping financial advisors become more organized and |
| 0:43.7 | efficient in order to have time to focus on what's most important their professional and personal |
| 0:48.3 | lives. What's unique about Patty, though, is that the heart of her methodology isn't around |
| 0:53.1 | implementing technology |
| 0:54.4 | tools to create more efficient productivity, but rather about how financial advisors can reduce |
| 0:59.8 | clutter in their work routines and better focus their time and attention on the things that |
| 1:04.0 | get them out of bed in the morning and that they're most energized to get done efficiently. |
| 1:09.3 | In this episode, we talk in depth about how, no matter what systems |
| 1:12.7 | and processes of financial advisors implemented in their practice, if they don't have a concrete |
| 1:16.7 | plan for what they're going to get done that day, they'll have a hard time accomplishing very |
| 1:20.7 | much. Why is an entrepreneur herself, Patty realized the most important part of managing her own time |
| 1:25.8 | is by knowing what she doesn't want to do |
| 1:27.9 | versus what she does want to do. And why learning to say no is such a big deal, especially for |
| 1:33.1 | financial advisors who so often build businesses early on by saying yes, anything they can that |
| 1:38.1 | helps them survive the initial years, but then get trapped in the habit even when it's no longer |
... |
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