The Life Advisor's Guide to Increased Efficiency Part II

August 6, 2015 at 1:31 PM / by Dylan Friedmann  /  3 minute read


Hi! In my last blog post I shared some insight as well as tips for financial advisors to help increase their efficiency. That was part one of a two-part series, in which today, I'll be covering off the next three steps life insurance advisors can be taking to protect their brains and increase efficiency. 

Here's a quick refresher of what we covered off last time:

  • Focus: stop multitasking!
  • Financial Advisors all know KYC... Consider KYS (Know Your Strengths) 
  • KYS #1. What do you do well and what do you really struggle with?
  • KYS #2. Time of day. What time do you perform your best? 

Checkout the next three tips (below) that I've got for you today!

Time blocking

Time blocking is the act of setting aside full blocks of time (15 min, half hour, hour) to focus on those tasks you have identified as priority or important.  It may be used for getting core aspects of your work done, or you may block time for family, exercise and personal interests. Once you know your peak times, think about your priorities and save time by maximizing efficiency.

  • Identify your priorities and schedule a block of time for it.
  • Make sure it is represented visually in your calendar, desk top or phone. 
  • Set Rules & Notifications. Respect the time block, let other people know you are not available during those times. Refrain from reading emails and checking social media during those times. (Unless responding to emails is your task). 
  • Set up in a productive environment, somewhere quiet where you can focus and where you have everything you need.

Take Breaks!  

Easier said than done because you don’t have time right? Taking a break may seem counter intuitive to being productive but it may be the key to getting more done. Clearing your mind, resetting, getting fresh air, stretching are all things that can help you reset, focus and be more in the moment when you are working on tasks. Breaks allow for goal reactivation. The idea is when we “work on a task continuously it’s easy to lose focus and get lost in the weeds” - Harvard Business Review, Ron Friedman. When we focus on one task too long our focus and performance decrease (perceptive habituation). Taking a break lets us come back, see the bigger goal we were focused on and stay conscious of our objectives.

Auto Pilot the Small Stuff

Dylan Friedmann is VP Client & Partner Relations at APEXA
Meet Dylan

Habits & routines can be time savers. Daily tasks can become activities you run on autopilot, which means you save time and cognitive focus. Healthy habits you can put on autopilot are an even better as you are one step closer to balance, focus and better energy levels. One key autopilot act I have is my morning protein smoothie. Every morning I make a protein smoothly packed with all the anti-oxidants, minerals, vitamins and omega 3 fatty acids I need. It takes a few minutes and I don’t even realize I’m doing it!

To be more efficient, remember the same task can take twice as long to complete if you are tired, multi-tasking, distracted, hungry or overworked. So single task, know your strengths, find your productive peaks, time block, refresh and leave the simple tasks to auto pilot.

APEXA Canadian Life Insurance Advisors

Topics: Life Insurance Business as Usual

Dylan Friedmann

Written by Dylan Friedmann

As VP Client and Partner Engagement, Dylan is responsible for the client experience; business development, relationship management, training, communications and marketing to all levels of APEXA clients. APEXA clients include Insurance carriers, MGA’s and the broker market. // En tant que vice-présidente expérience clients et partenaires, Dylan est responsable de l'expérience client, du développement des affaires, de la gestion des relations, la formation, la communication et du marketing pour tous les niveaux de clients d’APEXA. Les clients d’APEXA comprennent les assureurs, les agents généraux et le marché des courtiers.

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