How to Live a Successful Life as a Financial Advisor

Shlaneskin Associates puts operations first and then the financial advisor has 30 minutes of space to wrap up anything outstanding with. The next hour is going to be spent on preparing for client meetings or content creation. On Tuesday you would really want to dive into something more but technical so if you got some type of article from retirement services on a new tax strategy, that's what you should spend your day doing. We are big believers that you should not live inside of your email inbox and you shouldn't even have the tab open unless your focus is doing nothing but answering emails at that time.