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What You'll Learn In Today's Episode:

  • Time blocking and creating a structured schedule can help improve productivity in your practice.
  • Being open to learning and delivering value to clients is more important than focusing on volume.
  • Effective time management involves prioritizing tasks that deliver value and delegating non-value-added activities.
  • To improve diversity in financial services, it is important to have the right policies, procedures, and succession planning in place.
  • When recruiting employees, focus on the benefits to the candidate and aligning their values with the company’s values.
  • Conduct thorough background checks and assessments to ensure the right fit for the position.
  • Offering a variety of benefits and incentives can help attract and retain employees.
  • Cash spot bonuses may not be effective in the long term for employee incentive programs.

In this recap episode, we’re sharing the highlights from the week. Monday brought the 12 gifts that you can give yourself and your practice for the holidays, including that time blocking and structured schedules are not just organizational tools but powerful catalysts for boosting productivity. Another key takeaway was the quality over quantity approach in client interactions and how being open to continuous learning and delivering genuine value holds more significance than sheer volume, fostering stronger and more meaningful client relationships.

On Wednesday, we welcomed HR professional Kameka McLean from the UK to share her focus on DEI and to address the crucial issue of diversity in financial services. She discussed the necessity for comprehensive policies, procedures, and succession planning to promote inclusivity and diversity within the industry.

On Thursday, Jamie discussed recruitment – her tips for job advertisements and the significance of aligning candidate values with company values.

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