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Proven ways to boost productivity

In this seven-part video series, Dan Richards, CEO, Client Insights, shares practical advice with advisors on improving personal productivity, making teams excel and strengthening client relationships.

September 19, 2016

Build strategic thinking time into your business

In the final video of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, explains how to incorporate mid- and long-term strategic thinking time into your business.

  • September 19, 2016 November 9, 2019
  • 05:20

How mistakes can improve client relationships

In part six of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, explains how minor mistakes, if dealt with properly, can improve client relationships.

  • September 12, 2016 November 9, 2019
  • 05:30

Use Skype to stay in touch with clients

In part five of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights explains how to use Skype or FaceTime to make your telephone meetings with clients dramatically more effective.

  • September 6, 2016 November 9, 2019
  • 06:25

Making teams excel

In part four of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, discusses what Google does to make sure its teams excel, and what advisors can do as well.

  • August 29, 2016 November 9, 2019
  • 05:30

Research shows experts are made, not born

In part three of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, cites research that shows superior performance is a direct result of intensive practice, and discusses three tips on mastery from expertise guru Anders Ericisson.

  • August 22, 2016 November 9, 2019
  • 05:30

Why to-do lists kill long-term productivity

In part two of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, cites research that explains how to-do lists can clip productivity. He gives tips on how to write a list that increases productiveness in the short and long term.

  • August 16, 2016 November 9, 2019
  • 06:25

Two business metrics that should be measured

In part one of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, discusses the importance of measuring your activities and results in order to move your business forward, which is derived from the business philosophy of Peter Drucker, the renowned management consultant.

  • August 9, 2016 November 9, 2019
  • 07:45