Lighthouse Lessons

Time Blocking for Advisors: The System Top Producers Use to Stay Focused

Time Blocking for Advisors: The System Top Producers Use to Stay Focused

East Coast Coaching
Published on: 02/11/2025

Financial advisors can become overwhelmed by constant task-switching and multitasking. Learn to implement these time-blocking strategies to increase your productivity while avoiding burnout.

time-management
Inbox Flooded? A Simple Email Triage System for Advisors

Inbox Flooded? A Simple Email Triage System for Advisors

East Coast Coaching
Published on: 02/11/2025

If your inbox constantly feels like quicksand, you do not need more discipline: you need a system. Here is how financial advisors can clear email faster without missing important items.

time-management