time tracking

Was Otis Redding singing about your advisory practice?

A lazy summer day. Good company and a cold beverage. No agenda, with the mellow sounds of Otis drifting over a light breeze:

“I’m sittin’ on the dock of the bay
Watching the tide roll away
Ooo, I’m just sittin’ on the dock of the bay
Wastin’ time.”

Financial advisor time management

Relaxing, sun-filled days can be a great way to step away from your thriving financial advisory business.…