10 Ways To Be More Effective At Work - PowerPoint PPT Presentation

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10 Ways To Be More Effective At Work

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Willis Consulting is a financial services recruiting firm. Our finance job recruiters are experienced and know where all the job opportunities are. If you are seeking a financial advisor, broker, or banking job, call us at 310-373-7400 or submit your resume: . Visit the website: www.willis-consulting.com/ – PowerPoint PPT presentation

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Title: 10 Ways To Be More Effective At Work


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(No Transcript)
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WAYS TO BE MORE FFECTIVE AT WORK
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  • Top financial advisors know that it is their
    attitude-not luck-that drives their success.

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  • This means that each day they wake up focused on
    achieving their goals, and they ensure that every
    item on their schedule is strategically planned
    to ensure they hit their targets.

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  • While everyone wishes they knew the secret to
    rising to the top, the truth is that it requires
    capitalizing on your unique skills and talents to
    be effective at work.

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  • DEFINE YOUR VISION

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  • If you have no idea where you are going, then you
    have no clear path to take.

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  • You can jumpstart your career by developing a
    clear vision of where you want to be in the next
    five years.

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  • Write it down, record it or create an image that
    can be referred to when times get challenging.

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  • MAINTAIN YOUR FOCUS

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  • Financial advisors are known for starting their
    day early and ending late. Yet, working hard
    should be viewed as an opportunity to expand your
    skill set.

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  • When you love what you do, keeping your focus
    means using every moment to its fullest potential.

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  • TAKE CARE OF YOURSELF

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  • Eating right, working out and getting a full
    night of sleep will help to give you the fuel you
    need to tackle your work with energy and clarity.

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  • Remember that you have clients who depend upon
    you to make the best decisions so your health
    should always be a priority.

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  • LEARN FROM MISTAKES AND MOVE ON

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  • Sitting at your desk ruminating over failure will
    get you nowhere, and its a waste of valuable
    time. Everyone makes mistakes as they move up the
    career ladder.

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  • Yet top advisors accept them as part of the
    learning process, take what they can from it and
    let go of the rest.

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  • LEARN TO DELEGATE

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  • When you are focused on reaching your highest
    potential, there are some things that need to be
    done by others.

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  • Whether you lean on your spouse, assistant or
    partner, you should know that there is someone
    who can handle all of the menial tasks that
    detract from your attention.

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  • Most importantly, you should be able to trust
    that whatever you ask will get done so you can
    consider the matter out of your hands.

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  • CONTROL YOUR SCHEDULE

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  • Workplace distractions will destroy your ability
    to be effective. Block out certain times in your
    day to manage emails and phone calls.

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  • Then, when it is time, turn off your phone, shut
    your door and get down to work.

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  • CHOOSE THE RIGHT MENTOR

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  • Learning from your mentors experience should be
    your goal, and it is essential that you use their
    guidance to develop your professional habits.

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  • Yet, it is also important that they be able to
    recognize your strengths and be able to provide
    feedback on how to correct any weaknesses.

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  • BEGIN THE DAY READING

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  • From current events to financial trends, your
    clients depend upon you to be aware of all of the
    latest news.

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  • Start out your day by perusing professional
    journals and the most recent news and financial
    reports so that you begin your day with a clear
    understanding of how to make the best decisions.

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  • STAY TRUE TO YOURSELF

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  • Branding is a hot topic in professional circles,
    and you should have a defined identity as a
    financial advisor.

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  • Make sure that your story is aligned with your
    professional goals and beliefs, and be ready to
    share it with potential clients.

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  • CONTRIBUTE TO THE GREATER GOOD

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  • Reaching new heights in your career should always
    be accompanied by an effort to give back to your
    workplace and community.

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  • Whether you are hosting a charity drive or
    mentoring a new advisor, you can increase your
    effectiveness by developing solid business
    relationships that can be beneficial in the
    future.

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  • Increasing your effectiveness in the workplace
    should always begin with a careful assessment of
    your current habits.

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  • Then, use what you know to implement the
    strategies that will give you a clear vision and
    path to embark upon each day.

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Seeking a new financial advisor position? Speak
with the experienced financial advisor recruiters
of Willis Consulting Inc.
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They can many top industry contacts and can help
you land the position you want. See open
positions at http//www.willis-consulting.com/fin
ancial-advisor-jobs/
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Los Angeles Office Corporate Headquarters 719
Yarmouth Road, Suite 203 Palos Verdes Estates, CA
90274 310-373-7400 PST
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Scottsdale Office 8970 E Raintree Drive Suite
300 Scottsdale AZ 85260
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New York Office 244 5th Avenue, Suite 1855 New
York NY 10001 212-726-2041 PST
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