Updated: Oct 20, 2021
Want to make your financial planning business more profitable?
Then focus exclusively on tasks valued at hundreds or thousands of dollars per hour … and delegate or outsource the rest.
High-value tasks include
Low-value tasks include:
* Graphic design
* Scheduling meetings
* Website management
Notice how ‘client work’ doesn’t appear on either list? That’s because it could potentially be defined as both a high-value and low-value activity, depending on the structure of your business.
If you want to stay small, then you’ll need to do the client work yourself – in which case, it will always be a high-value activity.
If you want to build a big business, then, at some point, you’ll have to get off the tools and switch to a purely managerial role – in which case, client work will evolve from being a high-value to a low-value activity.
Contact me at firstname.lastname@example.org to find out how my custom training can help you solve your biggest problems.