Is life getting away from you? Maybe you’ve noticed that you spend an inordinate amount of time looking for things: receipts, phone numbers, or files. Maybe you’ve been neglecting your personal health routines due to running out of energy at the end of the day.
As a registered investment advisor, you’re constantly bombarded with demands on your time, energy and expertise. You’re constantly striving to find the balance between pursuing new business opportunities and hitting a wall of crazy.
To meet daily demands, you need your own house in order. You need to be organized. And that’s where the Ultimate Checklist can help.