Procrastination Buster

2024-04-25

When it comes to achieving great financial outcomes, getting started sooner is a major contributor to long-term success. That's why procrastination can be such a dangerous thing when onboarding a new client. Each delay in getting back information, providing paperwork or any of those other small tasks that need to happen to put a plan into action increases the likelihood of advice not being implemented in a timely manner. However, procrastination isn't a simple thing. The root causes are often complex and pers...

When it comes to achieving great financial outcomes, getting started sooner is a major contributor to long-term success.

That's why procrastination can be such a dangerous thing when onboarding a new client.

Each delay in getting back information, providing paperwork or any of those other small tasks that need to happen to put a plan into action increases the likelihood of advice not being implemented in a timely manner.

However, procrastination isn't a simple thing. The root causes are often complex and personal.

In this training, I'll share a model for diagnosing the causes of procrastination and importantly help you to identify the best course of action for each specific and often unique situation.

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