Mar 8, 2021
In episode 342 of Financially Simple, Justin looks at improving efficiency with effective time management.
Time is money, as the saying goes, and most business owners would agree that they would rather use their work time effectively rather than squander it on frivolous tasks. In this episode, Justin explains how having a schedule that is properly organized to manage your time between work and life will improve your efficacy and happiness.
Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening!
_________________
TIME INDEX:
00:46 - How Small Business Owners can Build a Schedule for Maximum Efficiency
06:54 - Time Management
07:59 - Decide When To Work and When Not To
10:00 - Block Out Your Schedule and Inform Your Team and Clients
11:19 - Schedule High Priority Items at Peak Times
12:59 - Provide Blocks in Your Daily Schedule
14:41 - Build an Efficiency List
17:05 - Delegate Low Revenue Activities
17:40 - Refine Your Schedule
18:13 - Summary
USEFUL LINKS:
Downloadable Productivity Worksheet
Financially Simple's The Ultimate Sale - Selling your Business for Maximum Profit
_________________
BIO:
Justin A. Goodbread, CFP®, CEPA,
CVGA, is a nationally recognized financial planner, business
educator, wealth manager, author, speaker, and entrepreneur. He has
20+ years of experience teaching small business owners how to
start, buy, grow, and sell businesses. He is a multi-year recipient
of the Investopedia Top 100 Advisor and 2018 Exit Planning
Institute’s Exit Planner Leader of the Year.
DISCLOSURES:
This
podcast is distributed for informational purposes only. Statements
made in the podcast are not to be construed as personalized
investment or financial planning advice, may not be suitable for
everyone, and should not be considered a solicitation to engage in
any particular investment or planning strategy. Listeners should
conduct their own review and exercise judgment or consult with
their own professional financial advisor to see how the information
contained in this podcast may apply to their own individual
circumstances. All investing involves the risk of loss, including
the possible loss of principal. Past performance does not guarantee
future results and nothing in this podcast should be construed as a
guarantee of any specific outcome or profit. All market indices
discussed are unmanaged, do not incur management fees, costs and
expenses, and cannot be invested into directly. Investment advisory
services offered by WealthSource Partners, LLC. Neither
WealthSource Partners, LLC nor its representatives provide legal or
accounting advice. The content of this podcast represents the views
and opinions of Justin Goodbread and/or the podcast’s guests and do
not necessarily represent the views and/or opinions of WealthSource
Partners, LLC. Statements made in this podcast are subject to
change without notice. Neither WealthSource Partners, LLC nor its
representatives, the podcast’s hosts, or its guests have an
obligation to provide revised statements in the event of changed
circumstances.
Certified Financial Planner Board of Standards,
Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED
FINANCIAL PLANNER™ certification mark, and the CFP® certification
mark (with plaque design) logo in the United States, which it
authorizes the use of by individuals who successfully complete CFP
Board’s initial and ongoing certification requirements.
Advisors who wished to be ranked in Investopedia’s Top 100 Financial Advisors list either self-submitted answers to questions compiled by Investopedia or were nominated by peers. Rankings were determined based on the number of followers and engagement on social media, primary contribution to professional industry websites, and their focus on financial literacy. Neither performance nor client experience, however, were considered. No compensation was paid by WealthSource Partners, LLC or Justin Goodbread to secure placement on Investopedia’s Top 100 Financial Advisors List.
The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk-taker and specialist while showing characteristics of collaboration.
This podcast might recommend products or services that offer Financially Simple compensation when you use them. This compensation is used to help offset the cost of creating the content. We will, however, never suggest products/services solely for the compensation we receive.