Description

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Ben Glass

No BS Time Management For Entrepreneurs

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Meeting Purpose

Discuss Ben Glass's new book "No BS Time Management for Entrepreneurs" and share insights on effective time management and business practices for professional service providers.

Key Takeaways

• Effective time management is crucial for entrepreneurs to support their desired lifestyle and avoid stealing time from family/personal life
• Delegating tasks, setting boundaries on communication, and focusing on high-value activities are key strategies for maximizing productivity
• Regular, personalized client communication and showcasing one's unique personality/interests are important for building strong professional relationships
• Joining mastermind groups and seeking coaching can provide valuable accountability and perspective for business growth

Topics

Book Overview: No BS Time Management for Entrepreneurs

• Co-authored by Ben Glass and Dan Kennedy, recently published (2-3 weeks ago)
• Fourth edition, expanding on previous versions with new insights
• Broke Amazon's inventory on launch day due to high demand
• Focuses on entrepreneur-specific time management strategies

Effective Delegation and Communication Boundaries

• Use technology (e.g. Loom) to create training materials and knowledge bases for team members
• Set clear expectations with clients about communication methods and response times
• Implement a "no unplanned inbound calls" policy, positioning it as a client benefit for focused work
• Utilize team members to handle routine client communications and process-driven tasks

Client Communication Strategies

• Maintain regular, personalized touchpoints (e.g. print newsletters, birthday cards, anniversary acknowledgments)
• Share personal interests and unique aspects of your life to build deeper connections
• Ask curious questions and listen actively to understand clients' lives and aspirations
• Use handwritten notes for a personal touch that stands out from automated communications

Time Blocking and Priority Management

• Schedule appointments with yourself for important tasks and strategic thinking
• Use time blocking to train your brain to focus and complete tasks within set timeframes
• Categorize tasks using the urgent/important matrix to prioritize effectively
• Limit to-do lists by scheduling tasks or delegating them by end of day

Mastermind Groups and Coaching

• Join or create mastermind groups for peer support and accountability
• Seek diverse perspectives from both within and outside your industry
• Consider working with a coach to help identify priorities and hold you accountable
• Use these resources to overcome "analysis paralysis" and take decisive action

Personal Branding for Professional Services

• Showcase unique interests and personality traits to stand out from competitors
• Share personal stories and experiences to make traditionally "boring" professions more relatable
• Use social media and content marketing to highlight your unique value proposition
• Don't be afraid to let your personality shine through in professional communications

Next Steps

• Purchase and read "No BS Time Management for Entrepreneurs" by Ben Glass and Dan Kennedy
• Leave an honest review on Amazon after reading the book
• Evaluate current time management and delegation practices, identifying areas for improvement
• Implement at least one new strategy from the discussion (e.g. time blocking, improved client communication)
• Consider subscribing to Ben Glass's newsletter for ongoing insights applicable to professional services