Saying Goodbye to Stacks of Paper and Distractions

Written by Bob Lodie


Saying Goodbye to Stacks of Paper and Distractions

A daily journal will save you time, reduce stress and make you more productive.

Several months ago, I visitedrepparttar office of a million dollar producer. I was shocked to find that although he was in charge of an extremely successful practice, his office looked like it had been hit by a tornado. His desk was covered with client statements, yellow note pads, phone messages, post it notes, and two calendar books. In fact, every flat surface in his office was covered with stacks of paper and files.

He loved activity, but couldn’t keep track of his commitments and information because he was drowning in paper. Happily, I offered him a solution to his problem.

Handing him a wire bound notebook, I said, “From now on, this is your daily journal. Each day, I want you to record allrepparttar 142325 commitments you make, your client discussions, ideas, meeting notes, and names and phone numbers. Anything you write down duringrepparttar 142326 day that’s not on a form will go into this book.”

I explained to him that he should start a new page every day, date it and use it for all his notes. The following day he’d start a new page, allowing him to keep all his notes and lists in one place in chronological order.

“No more notes onrepparttar 142327 back of business cards or phone messages,” I told him. “No more legal pads or scraps of paper. No more floating paper – period!”

A few weeks later, this successful advisor told me that my suggestion made a huge difference in his daily productivity. He said he felt more in control, less frustrated trying to find important information, and less distracted now that there was no longer paper cluttering his desk. He asked me for more ideas that would bring “sanity” to his day. He said there’s just never enough time inrepparttar 142328 day to get everything done. I told him that he just identified his problem – he thinks he should do everything.

The solution to fitting 12 hours of work into an 8 or 10-hour day is not working harder, or faster, or starting earlier and ending later. I told him that he could do almost anything in his day but not everything. Thousands of advisors face this same challenge. Are you one of them?

What Is Six Sigma?

Written by Peter Peterka


Six Sigma is an integrated, disciplined proven approach for improving business performance. The approach requires definingrepparttar process function, identifying, collecting, and analyzing data, creating and consolidating information into useful knowledge andrepparttar 142324 communication and application of such knowledge to reduce variation.

Six Sigma is a management philosophy. Six Sigma means recognizingrepparttar 142325 value of defect-free business processes. Fewer defects mean lower costs and improved customer loyalty. The lowest cost, high value producer isrepparttar 142326 most competitive provider of goods and services.

Six Sigma is a business improvement strategy. It seeks to identify, reduce, and eliminate defects from every product, process and transaction. It uses a structured systems approach to problem solving and strongly links initial improvement goal targets to bottom-line results. Six Sigma is a way to achieve strategic business results.

Six Sigma is a process. Six Sigma is a robust continuous improvement strategy and process. More than a "quality" program, Six Sigma is a business initiative that helps every area of an organization meetrepparttar 142327 changing needs of its customers, profitably.

Six Sigma is alsorepparttar 142328 definition of a statistical measure of quality, 3.4 defects per million or 99.99966% high-quality. To implementrepparttar 142329 six sigma management philosophy and achieverepparttar 142330 six sigma level of 3.4 defects per million opportunities or less there is a process that is used. Although zero defects isrepparttar 142331 goal, as a measure, Six Sigma will drive a firm toward achieving higher levels of customer satisfaction and reducing operational costs.

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