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.
I Can Help!
Does this sound familiar…
“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.”
“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.
Productivity Trainings, Events, and Tools for Financial Advisors
Get Unstuck and Easily Achieve ALL Your Goals
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.