Unlocking Productivity for Financial Advisors

True Focus Coaching empowers wealth managers, financial advisors, CFPs, and CPAs to grow their business and serve clients at the highest level while creating a work/life balance that truly works for them.

The GOAL: Happier financial advisors who end the day knowing their clients are supported, revenue-building work is prioritized, and compliance is under control. They are able to relax in the evenings and take weekends off while still achieving their growth and income goals.

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Does this sound familiar…

Time Matters Boot Camp LIVE! A 3-Day Core Productivity and Time Management Training

“I’m meeting with clients all day, then spending my evenings catching up on paperwork and compliance tasks.”

“I know I need to focus on prospecting and growth, but I can never seem to find the time.”

Can't get organized | need help getting organized

“I want to give my clients my full attention, but the stress of everything else on my plate is distracting.”

“I feel like I’m constantly behind, and I don’t have a clear plan for what to prioritize each day.”

I’ve got GREAT news for you – you are in the right place!

Clients learn how to get work done during the workday, in a flow that works with how they think.

I help them stay on top of compliance requirements and routine tasks while protecting time for client meetings, follow-ups, and business development.

They figure out when is the best time for specific types of work, and how to set up an efficient workflow that will get the important work done.

You’ll learn how to create a more efficient flow of your own work and how to map it out in a way that is doable.

Why does this work?

It’s not about overwhelm and procrastination – it’s how our brains work and the habits we’ve already established.

Once clients understand the approach that will work for how they are wired, we’re able to realign, and create the right pathways to habits that allow you to reach your goals.

Let’s Talk!

Our Productive Financial Advisor Clients

Our financial advisor clients get in control of their time and build more fulfilling lives — both professionally and personally.

“Before working with Sarah Reiff-Hekking, I never seemed to get to the things that were truly important unless they were actively on fire. I was trapped in a never-ending cycle of moving deadlines in my project management software instead of checking off the tasks because something else always got in the way. Now, I’m setting deadlines and meeting them, completing all those non-urgent-but-important tasks, and actually making real, measurable progress toward my long-term goals. And because I’m constantly looking ahead, I have a lot fewer fires to put out!”

– Kimberly Campagna Marketing & Communications Manager | Berkshire Money Management, Inc.

Productivity Trainings, Events, and Tools for Financial Advisors

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Finish the Year with Focus: Q4 Productivity for Financial Advisors

Reset your priorities, protect your time, and drive growth.

Register Here

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3 Strategic Shifts That Unlock Growth for Financial Advisors

Proven Approaches That Drive Sustainable Growth

Register Here

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Get Unstuck and Easily Achieve ALL Your Goals

Real World Time Management and Productivity Training with Dr. Sarah

Register Here

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PODCAST: Finding True Focus-Tips to Help With Overwhelm and Procrastination

If you are a professional in the business world then you have no doubt experienced overwhelm, distractions and have even procrastinated on various tasks. Dr. Sarah walks us through overcoming various distractions in our business life and gives us actionable tips on how to be more productive.

Listen Here

Financial Advisor FAQ's

Can True Focus Coaching help financial advisors manage a growing client load?

Yes. Taking on more clients can change how manageable your workday feels, even whenthe growth itself is welcome.

As your client base expands, you may find that the way you managed your time earlier inyour career no longer fits the role you have now. True Focus Coaching works with financialadvisors who are navigating productivity challenges as their professional responsibilitiesand their book of business grows.

Can productivity coaching help financial advisors balance client meetings with the work that needs to happen between meetings?

Yes. A calendar can look productive because it is filled with client meetings while leavingtoo little room for the focused work your role also requires.

The challenge can become especially noticeable when you need to shift from being fullyengaged with a client to concentrating on individual work, then prepare for anothermeeting. Productivity coaching, consulting and training can address the difficulty ofmanaging these different demands within your workday.

Can True Focus Coaching help financial advisors who struggle to prioritize competing responsibilities?

Yes. When several important things require your attention, knowing what to do next is notalways obvious.

You may have a clear to-do list and still find that new demands keep appearing while olderitems remain unfinished. The issue may not be knowing what needs to be done. It may bedeciding what deserves your attention now.

Prioritization is one of the productivity challenges financial advisors can bring to coaching,consulting and training with True Focus.

Can productivity coaching help financial advisors keep important client responsibilities from falling through the cracks?

Yes. You can be conscientious about serving your clients and still worry that somethingimportant could be overlooked.

That concern can create its own mental burden, particularly when you are keeping track ofmany clients and commitments at the same time. You may find yourself thinking aboutwhat still needs attention even when you are not actively working on it.

This is a productivity concern that financial advisors can bring to True Focus Coaching.

Can True Focus Coaching help financial advisors who regularly work through lunch or stay late?

Yes. If working through lunch or staying beyond the end of the workday is becoming aregular occurrence, you may want to take a closer look at how work is fitting into the timeyou have available.

The goal does not have to be getting more done simply for the sake of doing more. You maywant your professional responsibilities to fit differently within your workday.

Productivity coaching, consulting and training with True Focus Coaching addresses theseconcerns.

Can productivity coaching help financial advisors stop thinking about work after they leave the office?

Yes. Sometimes the workday ends before your mind has left work.

You may leave the office and continue thinking about what did not get done, what needs tohappen tomorrow, or whether you overlooked something important. That can make itdifficult to be as present as you want to be in the rest of your life.

True Focus Coaching works with financial advisors who experience this kind of spilloverbetween their professional responsibilities and personal time.