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Time flies

Studies have shown that efficient financial advisors are adept at time blocking, or having a clear plan of attack for their day. 

Instead of being pulled in ten different directions, those financial advisors allocate specific activities to pre-determined periods. That way, they can maximize high-impact activities like building their pipeline and attending networking events while still conducting all the other tasks that are part of a successful practice. 

As a small business owner, you can’t afford to misuse your time. To ensure that you spend time on revenue-generating activities, delegate the following tasks to junior members of the team:

• Excessive and unprioritized email reading
• Researching prospects on the web
• Entering information into financial plans
• Filling out forms 
• Looking up data online

To make time blocking work for you, consider following these three steps:

1. Track and log your activities for one week. Try to put approximate times around each type of activity, but don’t stress about being exact.

2. At the end of the week, create a summary of the main categories of activities and estimate the percentage you spend on each. Again, aim for a relative weighting, but don’t worry about being precise.

3. With a better sense of where you are spending your time, try grouping activities together that make sense (e.g., returning emails and phone calls). Then, organize your day by placing high priority activities during periods when you feel most energized and motivated. 

Here is a sample time block that suggests how you might organize your day. Many top financial advisors dedicate at least six hours each day to two activities: client meetings and prospecting.

Sample Time Block
An investor should consider a fund’s investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information about funds can be found in the fund’s prospectus, or, if applicable, the summary prospectus. To obtain a copy, visit the ETF prospectus page or Mutual Fund prospectus page. Read a prospectus carefully before investing.

Investments involve risk including possible loss of principal. The value of the equity securities in which the fund invest may decline in response to developments affecting individual companies and/or general economic conditions. Dividends are never guaranteed. International investing involves special risks, which include changes in currency rates, foreign taxation and differences in auditing standards and securities regulations, political uncertainty, and greater volatility. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. You may lose money by investing. There are no guarantees the funds will achieve their investment objectives and strategies may be unsuccessful.

ETFs have the same risks as the underlying securities traded on the exchange throughout the day. Redemptions are limited and often commissions are charged on each trade, and ETFs may trade at a premium or discount to their net asset value. There can be no assurance that an active trading market for shares of an ETFs will develop or be maintained. The ETFs are not actively managed and may be affected by a general decline in market segments related to the Indexes. The ETFs invest in securities included in, the Index, regardless of their investment merits. The performance of the ETFs may diverge from that of the Indexes. 

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Victory Capital does not endorse and is not responsible for any ads, content, products, advice, opinions, recommendations or other material of third party sites that may be promoted via advertising within social media properties.

This material does not constitute a distribution, offer, invitation, recommendation, or solicitation to sell or buy any securities; it does not constitute investment advice and should not be relied upon as such.  Investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision.

Mutual funds distributed by Victory Capital Advisers, Inc. ("VCA"). ETFs distributed by Foreside Fund Services, LLC. Victory Capital Management Inc. is the adviser to the VictoryShares ETFs and Victory Funds. Victory Capital is not affiliated with Foreside Fund Services, LLC.

Nasdaq is a registered trademark of Nasdaq, Inc. and its affiliates (together,“Nasdaq”) and is licensed for use by Victory Capital. The product(s) are not issued, endorsed, sold, or promoted by Nasdaq. Nasdaq makes no warranties as to the legality or suitability of, and bears no liability for, the product(s). Nasdaq is not affiliated with a fund or advisor.

For specific questions about your account or other customer-service related inquiries, please contact Victory Capital directly.