Distraction-Proof® Advisor Ideas

As an advisor, managing everything you need to do can be overwhelming. Here’s a great way to manage your to-do list, all on one page.
…

I’ve worked with loads of advisors with many different ideas about keeping track of everything. From Post-it notes stuck on a whiteboard, to a Word document on their home screen to which they just keep adding to-do items, to countless pages of yellow legal pads, people are always trying to find effective ways of staying on top of what needs to happen. I want to share one with you that’s working really well for me.

Having a mind-mapping software program that allows you to add to and change around priorities is a super-effective way of itemizing everything you need to get done and keeping track of it, all on one page. By doing that on one page, it doesn’t seem as daunting.

I’ve looked at MindMup. I’ve looked at XMind. Right now I’m using MindMaster and loving it. It’s allowing me to put down everything on the various areas I cover, from speaking to coaching, and itemize under each heading what needs to be done and when, and it’s on one page, where it’s easy to get my mind around it. Once that list gets too long, I’ll be honest, I struggle to keep tabs on just what needs to happen. In talking to many advisors, they have exactly the same issues.

So,

1. Download a mind-mapping software app or program that’s going to help you. As I mentioned, for me, I’m really enjoying using MindMaster, but I’ve suggested a couple of other options you might like.
2. Get used to using it. Get used to the nuances of how to shift things around, about how to connect things with different arrows and colors that are going to be most effective for you.
3. Most obviously, do it – actually build a habit of using this software so you can come to rely on it and know that once it goes down on that page, it’s in its right place. You can get it off of your mind so you can take care of what’s in front of you as best as you can, knowing that what needs to happen next is already on that page, and all you need to do is to take a quick glance.

I look forward to bringing you another Distraction-Proof Advisor Idea next week.