Why You Feel Busy But Get Nothing Done
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Ever end the day feeling busy but not productive? You’re not alone. In this episode, we tackle the productivity paradox that plagues so many advisors—being in constant motion without meaningful progress.
Robert Brault said it best: “We are kept from our goal not by obstacles, but by a clear path to a lesser goal.” Lesser goals feel urgent, familiar, and instantly gratifying—but they rarely move the needle. Think emails, Slack messages, and quick wins that pull you away from deep, valuable work.
The most effective advisors aren’t just technically sharp—they’re intentional. They build systems that protect their focus: clear weekly priorities, time-blocked mornings, batching tasks, and limiting distractions.
If you’re feeling stretched thin or stuck in reaction mode, this episode offers practical ways to reclaim your time and energy. Because the goal isn’t just to stay busy—it’s to do the work that truly matters.
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The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.
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Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.
Chapters
1. The Productivity Paradox for Advisors (00:00:00)
2. Distraction (00:04:55)
3. Self Leadership (00:06:33)
4. Identifying Your Lesser Goals (00:07:31)
5. Practical Strategies for Effective Work (00:10:41)
6. Know Your Priorities (00:11:20)
7. Focus First (00:13:20)
8. Time Block (00:14:51)
9. Delete It (00:17:02)
10. Things to Batch (00:17:44)
11. Reflect (00:18:31)
12. Final Thoughts & Disclaimer (00:19:28)
13 episodes