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Professionals Banking - Resources for Professionals

Managing Your Practice


Time Management

It's exciting to start seeing your own clients, and it's tempting to put aside those aspects of the job that are the least interesting. Developing good time management habits at the very start of your career will help you achieve your goals without undue stress and frustration as your practice becomes busier. Many young professionals going into practice for the first time don't understand the importance of knowing what each day will bring in advance, nor do they have much understanding of how much paperwork is involved, depending on daily client volume. As reality sinks in, procrastination can become a habit.

  • Always anticipate the unexpected - a client who doesn't show up, an emergency that takes you out of the office, a phone call that takes far longer than you had anticipated - and have contingency plans to deal with this so that you can get your schedule back on track as quickly as possible.
  • Schedule time each day to complete your paperwork. Every profession has necessary paperwork that is vital to the practice. Yours is no exception. Keeping paperwork under control is the most significant contribution to your own and your office efficiency that you can make.
  • Never start your day late, except in cases of emergency. A prompt start to each day means that you won't be rushing to catch up for the rest of the day.
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Time Management
Optimizing Revenue
Cash Flow Management
Motivating Staff
Keeping Your Clients Satisfied
Going Online

10/15/2007 13:06:14