Outside of scheduled appointments, most advisors are not in control of their time.
You need a proven system to sharpen your focus, increase productivity and maximize time!
Click the “Register” button at the bottom of the screen to sign up.
ABOUT THE SEMINAR
In order to run a successful practice, time management is critical!
The goal of The 3 Color Scheduling System is to help advisors maximize their time every day of the week by more effectively scheduling, protecting and managing their time.
Within this system, there are three types of time to color-block:
- Revenue & Relationships
- Planning, Preparation & Misc.
- And Personal
Join hosts Gina Pellegrini and Mary Sterk on Wednesday, January 6th at 2:00 pm - 3:00 pm EST to learn how this structured and color-coded system of time management can help you regain control of your time.
Topics covered in this seminar include:
- Protecting and managing your time
- The three types of time to color block
- Training your team on The 3 Color Scheduling System
- Increasing productivity
- Eliminating stress and a lack of balance
Owner | Pellegrini Team Consulting
Gina Pellegrini is a mentor with Clarity 2 Prosperity, Clarity Insurance Marketing and Prosperity Capital Advisors leading our practice management division. With a unique ability to size up situations and bring people together, she helps business teams break through barriers, streamline systems, increase productivity, strengthen accountability, improve communication and, ultimately, increase revenue. With Gina’s help, employers become better leaders, and employees get more involved in the company vision, decision-making and growth.
MARY STERK, CFP®
Senior Vice President of Coaching | Clarity 2 Prosperity
CEO & Founder | Sterk Financial Services
Mary Sterk is senior vice president of coaching at Clarity 2 Prosperity. In this role, Mary works closely with advisors in C2P’s The Rainmaker Multiplier Division and develops curriculum-based programs based on the Your Personal Best Coaching system. As an internal figure with C2P, Mary works to develop and evolve the industry’s best coaching and mentorship program for financial advisors.