You're sitting at your desk overwhelmed by all the things you have to do. You're excited about all the new business you have, but you worry there are not enough hours in the day to finish your top priorities. In fact, you're not really certain what your top priorities are.
Sound familiar? As an advisor, it is important to stay on task. After all, you're probably on commission, which gives a strong incentive to stay focused, but advisors are hit with a lot of unexpected tasks throughout the day.
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