View more on these topics

Spring cleaning your work life with Tracey Evans

I have recently moved house after being in the old one for around 18 years. I had never really thought of myself as a massive hoarder, preferring these days to spend my resources on life experiences and travel rather than accumulating loads of stuff. That said, a number of skips later, I have to admit the sense of letting go of almost two decades’ accumulation of stuff felt rather good.

It got me wondering whether I should be decluttering my work life as well.

Obviously this is a bit trickier given the regulated environment in which we are required to keep records for umpteen years. So, I have instead turned my attention to what can I do to make my working life that little bit easier.

Yvonne Goodwin: If you enjoy planning, why retire?

The first thing I have done is relatively simple, in that I get my work clothes ready the night before. It has saved me loads of morning stress and just makes me start my day happier.

I have also purged some of the unnecessary things at the office. I used to keep so many articles, believing I would get round to reading them someday and invariably didn’t, so I have just stopped doing this. If I am that interested in something, I read it then and there. If it is useful, I keep it as a valuable resource; if not, it gets binned.

We do have a memories box in the office, which includes mentions the business has had in print, as it is important to keep some tangible items for future reference, if only to reflect on progress.

I am also getting better at running a to-do list. Within this, I will list five things I need to do each day as a priority, which keeps me focused.

Are small advisers ready for the Senior Managers and Certification Regime?

Then, when I have some downtime, I have started to listen to audio books. One that has helped me immensely is Eat that Frog by Brian Tracy, which has taught me to get the tasks you are least looking forward to out of the way first. A simple but practical bit of advice. Indeed, the mantra of the book is very basic but effective:

  • Select your most important task
  • Begin immediately
  • Work on it single handedly
  • Finish it.

As someone who has a tendency to procrastinate on occasion, I have found these few things have improved my work life considerably.

Tracey Evans is joint business owner and principal financial planner at Juno Wealth

Recommended

Firms are changing bonus structure but slowly

The way advisers are paid is slowly shifting from a focus on individual performance to wider team objectives Roderic Rennison says. He made the point in a panel discussion on how to reward top advisers at Money Marketing Interactive today.   Fellow panellists Addidi Wealth managing director Anna Sofat and Standards International director Michelle Hoskin talked about the […]

5

Getting to grips with more stringent whistleblower rules

The protections afforded to whistleblowers continue to be a key priority for the FCA, with new guidance published setting out its minimum standards and examples of best practice. Finance professionals should take time now to ensure their internal policies do not fall foul of the guidance. Employers need to be confident their investigation processes are […]

Tapering of annual allowance – adjusted and threshold income

The definitions of adjusted income and threshold income used to determine whether, and to what extent, someone’s annual allowance will be reduced can be confusing.  Here we try to make sense of it all. The annual allowance will be reduced for high income individuals from 6 April 2016.  Our previous article Tapering of annual allowance […]

Seeking quality in uncertain markets

By Ewan McAlpine, Senior Client Portfolio Manager In uncertain times, investors naturally seek safety. But in fixed income markets, what does that really mean? Ewan McAlpine outlines the approach RLAM’s Fixed Income Team will be adopting across its credit funds in response to potentially volatile markets this year. Click here for full article

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com