Breakout Sessions Topics on Productivity

 

 

 Time Management

 

Title: The Productivity Myth: Why most financial professionals and entrepreneurs fail at time management and what to do about it!

Content: Too many financial professionals and entrepreneurs are chasing the dream of so-called “Work/Life Balance” without being able to achieve it. While building and maintaining a thriving practice, one can easily slide into working longer hours in order to keep up with the changing industry and client expectations and spending less time with family. While most business systems focus on productivity, this rarely solves the problem by itself. Join this presentation to learn the 5 Steps to overcome feeling overwhelmed with too many responsibilities at work and not enough time at home.

 

Financial professionals will learn:

• The importance of values, goals, and priorities

• How to be productive without becoming a workaholic

• Increasing income while decreasing the time spent at work

• Create boundaries to improve work/life balance.

• How accountability will help their productivity.

 

 

 

 

Relationship Management

 

*For Financial Professionals

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Topic: Bridging The Relational Finance Gap: How to be more productive and profitable while serving married clients with relationships challenges.

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Content: Have you ever met with a married couple who showed signs of relationship problems? Most financial professionals and entrepreneurs do and they are simply not serving them well creating a dip in productivity and loss of revenue! Dr. Parry presents the research behind the relational and financial gap and explains what every financialpreneurs needs to know to help at-risk couples. Financialpreneurs enjoy learning how to help these couples and learn what they might need to work on in their own relationships as well.

 

Financial professionals will learn:

• What the Relational Finance Gap is

• How it is affecting productivity with married clients

• The vital principle to help married clients with Relational-Finance issues 

• How Couple Development can help their clients and their own relationships

 

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*For Entrepreneurs/Business Owners

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Topic: The Myth of Personal Development: How developing as a couple is far superior to going it alone.

 

Content: There is no such thing as "personal" development! A bold statement to a multi-billion dollar industry. Fundamentally, all humans need each other not only for survival but they are the very source of the most motivating aspect of life. Although we know this as a fundamental fact, we as a society have become more individualistic than ever before. This ideal is causing trouble for society and marital relationships. Conversely, those who are happily married tend to report higher levels of happiness, relationship satisfaction, health, and wealth than those who don't. Imagine that your relationship was so good that you were able to act as built-in coaches for each other and help to achieve goals that you set not only for your relationship but for you personally. We will explore Couple Development as the solution to combatting individualism and the answer for human development.

 

Financial professionals will learn:

• Individualism and its effects on society

• The need for relationships and specifically marital relationship

• The vital principles to Couple Development

• How Couple Development can help to achieve goals

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