Nick Eatock, chief executive officer of IntelliFlo, looks at how advisers can manage their workload more effectively in 2011.
Working smarter, not harder is often one of the most difficult actions to undertake on a daily basis. Undoubtedly, we have all experienced situations where we never seem to complete our daily tasks, as other obstacles seem to get in the way. Most of us are familiar with the 80/20 rule, when Italian Vilfredo Pareto in 1906 stated that: “80% of the results come from 20% of the actions you take, while 20% of results are produced by 80% of the actions you take.” This concept is also known as the ‘Vital Few’ and ‘Trivial Many Rule’. So, in essence how do you put this theory into practice a...
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