How do you maximize efficiency in your practice?

In 2009, I met an alum of my alma mater who was a general agent with John Hancock, and he introduced me to the financial services industry. I’m now in my fifth year in the business, offering a range of services that include insurance planning and investment management.

 

I was born and raised in Nashville, Tenn., and I love being able to work near the city where I was raised. I serve the needs of physicians and corporate executives, many of whom are minorities establishing first-generation wealth. Outside of work, I enjoy spending time with my wife and family, and playing basketball and golf whenever I can squeeze the time into my day.

 

As a younger advisor (I’m 28 years old), it can be challenging to figure out the difference between busywork, and revenue-producing work. Thankfully, my bosses and mentors, Marcus Henderson and Todd Turner, have been a great help in teaching me how to maximize the hours I’m at the office. I feel for younger advisors; finding the difference between being busy and being productive is a skill that’s learned over time, and also by observing those who have come before you. How have you learned to maximize efficiency in your practice?