Map Out Your To-Do List (Distraction-Proof Advisor Idea Video #158)

By Paul Kingsman
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Choose a mind-mapping program or app that you like and install it.
Explore the program, learning nuances such as how to move and group items and how to use various arrow types and colors.
Make a habit of relying on your mind-map as your go-to place for creating to-do lists and associated notes so you can enjoy peace-of-mind knowing it’s all written down and you can bring it back to mind with just a quick glance.

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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.
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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,

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.
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.
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.

Check out more about MindMaster here. (Note I have no personal financial interest in this product – it is simply something that I am finding useful and so wanted to share with you.)

For more Distraction-Proof Advisor videos, visit my blog directory page to link to more ideas to help you gain control, work smarter and succeed sooner.

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Paul Kingsman

Paul Kingsman is a sought-after expert on how to be distraction-proof. Through his speaking, writing, and coaching, he teaches financial services professionals how to maintain focus and take practical daily steps to successfully grow their businesses and achieve outstanding long-term results. To find out more about Paul and how he can equip you or your team to achieve your own outstanding results, visit PaulKingsman.com.

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Feature Friday: September 20, 2019 – Lead Pilot – Blog September 20, 2019 at 2:00 am

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