Is work getting the best of you? Do you wish you had more control over your life and time?
In this third episode of our advisor wellness series, Laura Gregg and David Partain talk with Productivity Coach, Patty Kreamer. Patty helps financial advisors develop personalized systems to get more done in less time while clearing the brain clutter that blocks success through her firm Productivity Uncorked, LLC.
Everyone has a vision of what life was supposed to look like but not everyone has made it happen. Patty shares actionable steps for creating efficiency with work space, email, time, and attention that can help free up time for the things that bring you joy.
In this episode, you will learn:
- Simple steps that can lead to more efficiency and less stress
- The new look of business development
- What’s behind the stress advisors are (still) feeling
- Productivity coaching strategies that work
- What to look out for if you are adopting a hybrid work schedule
- And more!
Tune in to learn about Patty Kreamer’s tips for building and maintaining an efficient business so that you can spend more time on the what brings you joy!
Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Patty Kreamer | Productivity Uncorked | Productivity Quiz | Your Ideal Day | Ep 48: Conquering Stress and Coming Back Stronger — with Dr. Jack Singer | Ep 49: Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe Carmichael