5 Tips to Transform Your Workweek

As a financial professional, the workweek can often feel repetitive and dull, making it a challenge to get your mind into the right place to reach your goals.

Here are some tips to consider to transform your workweek energy, give you that boost of confidence in your work, and help alleviate some of the stresses that come with day-to-day tasks.

1. Put people first.

Putting others before yourself is not only a golden rule, it’s a core value in the workplace, as well as throughout life.

You may often walk into the workplace with your mind focused on your own tasks to accomplish, but it’s valuable to take a step back and see how others are doing.

For example, try practicing the idea of “how can I show up not just for myself, but for my clients and my team?”

This will help to boost the morale of your employees and deepen connections with your clients in the long run.

2. Take ownership.

There are always things that are happening that are out of our control, but the way you handle those sticky situations is what’s valuable.

Instead of responding to an error by saying, “That’s not my fault,” be honest and turn it into, “That was on me. How can I help correct this?”

Taking ownership and acknowledging your mistakes reflects leadership.

If your team sees that you’re willing to take a hit for an error, they will be able to respond in a similar way in the future.

3. Respect others’ priorities.

It’s easy to get into your own head and get bogged down, especially if you’re under financial pressure or pressure to produce results.

During these moments it’s essential to remind yourself that other people around you also have priorities.

For example, you may send out a proposal to a prospect and not hear back.

Though it can be frustrating, that person may be going through some hardships or dealing with higher priorities.

In a similar manner, that same level of respect should be applied to your staff.

Being able to have that sense of understanding and empathy about what they are going through allows for overall better communication and a sense of mutual respect.

Ultimately, both your clients’ and teams’ lives may not always be aligned with your schedule.