Financial Planning Professionals Productivity Coaching

We have a proud history of supporting the Financial Planning industry over the last 11 years.

The Optimal Productivity for Financial Planning Professionals one on one coaching program has been developed in consultation with Financial Planning Professionals working as salaried professionals in Banks and Large Dealer Groups, Industry Super Funds, Boutiques and supporting industries.

Tools such as individual productivity profiles, quarterly and weekly planning templates, and workflow management tools provide you with a consistent structure to assist you to create sustainable efficient and effective habit changes.

Better habits will help you deliver excellent client outcomes, maintain high quality compliance standards, and achieve strong revenue results.

This activity has been accredited for continuing professional development by the Financial Planning Association of Australia but does not constitute FPA’s endorsement of the activity.   Accreditation number 008456 for 6 hours:

  • Attributes and Performance (3 hours)
  • Reflective Practice (3 hours) 


We tailor our one on one coaching program to meet your needs.Over a three to six month period we work with you to step you through our six module productivity coaching program.

Coaching sessions are provided via face-to-face meetings, conference calls and/or phone calls depending on your location and preferences.

The program kicks off with a goal setting session, and draws on our unique productivity profile to ensure measurable outcomes are achieved.

Our coaching and training ensures that you become more efficient through;

  • Appropriate workflow management;
  • Utilising available technology; and
  • Identifying and overcoming time wasters.

And we help you to become more effective by:

  • Focusing on the right activities; and
  • Aligning strategy, planning and action.

Module 1: Developing Efficient Habits

Module one introduces you to the concept of sustainable habit change. Together, we commit to the mindset and behavioural changes required to improve your personal productivity and performance.


Module 2: Managing Information and Procrastination

In module 2 we introduce frameworks to help you better manage the information that comes across your desk each day.

Where possible this module includes coaching at the desk, and time is put aside during and after the session to clear out the clutter from your desk, email and soft files. You will also learn strategies to overcome the time wasting habit of procrastination.


Module 3: Technology and Communication

Module 3 focuses on using technology as an enabler. You will learn how to use your inbox, calendar and task management functions to help you become more efficient and effective.

You will also learn how to build productive relationships, write effective emails and communicate in a way that encourages optimal productivity.


Module 4: Effectiveness. How to think, plan and act

Module 4 moves from focusing on saving time through efficiency to being strategic by thinking, planning and taking massive action.

After completing this module, you will have developed a 90 day plan, and have learned how to use a weekly planning tool to help you to be more effective.


Module 5: Mindfulness and Managing Your Energy

Module 5 teaches you to manage your energy, not just your time.

You will learn techniques to apply greater focus to your tasks and maintain presence of mind. We teach four different meditation techniques, and work together to identify the best ways to manage your energy in a sustainable way.


Module 6: Sustainability

By module 6 you will be saving 1-2 hours per day by being more efficient.

You will have developed better thinking and planning habits and are thus you will be more effective.

What you may worry about however, is whether you’ll keep your good habits up after the program has been completed. That’s where the sustainability module comes in.

We teach you how to continually reach for performance improvements each day.

Sign up today and we’ll call you to book in your first session.

Use this personalised coaching program to optimise your performance in the areas that matter most to you.

You will learn to develop efficient and effective habits and keep these in place through the use of technology, managing information and procrastination, and learning to communicate effectively.

Contact Simone Mears for more information.

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