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Ever have one of those days that whizzes by, and you wonder where the time went?
Ever speculate on how you could crunch your own data, and come up with choices for improving your job performance AND your health?
Do you aspire to be super-productive in your work?
There’s a really interesting article from the Journal the other day entitled "Employees, Measure Yourselves", where the author, H. James Wilson, senior executive researcher at Babson Executive Education, comments on the new generation of auto-analytical tools, designed to help us analyze our own data, and become more productive.
Here are some of these tools and the potential benefits for you and your wealth management practice:
RescueTime is a web-based automated time tracking and management tool. All you need to do is install the RescueTime software and you can track your use of time usage (e.g., applications opened, web sites visited, and documents used). You can pause tracking and selectively delete sensitive data. The site also includes reports and analytics of your data. RescueTime displays a wide variety of reports from its dashboard. You can see the top apps and sites for the week, how your email ebbs and flows throughout the day, and which days are the most productive.
URL: http://www.rescuetime.com/
Price: $1-10
TallyZoo makes collecting data about yourself a snap. You can track any type of data using their mobile phone or web site. You can view your data using their interactive graphs to spot trends and patterns. Their dashboards help you organize your visualizations to highlight the most important data. You can share your data or keep it private.
URL: http://tallyzoo.com/
Price: free
DoneThis is a simple email-based daily productivity tracking web application. Free and easy to use, DoneThis offers you the ability to reflect on daily accomplishment by simply replying to an email. Users can also view their daily accomplishments and export their files via the web. Use it to track what you get done and motivate yourself for the future.
Price: free
Gravity Eight encourages the discovery and integration of new technology and Internet tools, using the latest devices to measure and relay -- in real time -- the effects of sleep, body weight, and optimal exercise on our bodies; the number of hours spent on work vs. family relationships; our hobbies; and the quality of our financial planning. Using assessment tools and tracking and measuring devices, GravityEight allows you to create a comprehensive record of personal well-being data, allowing a wide-angle view of your status and progress.
URL: www.gravityeight.com
Price: free
[I might add (somewhat self-servingly) that our firm, ClientWise, has developed a number of self-tracking tools that are designed specifically for financial advisors. For more information, please call our director of business development, Trey Schalk, at (914) 269-0060.]
Finally, for 9 Ways for financial advisors to become more productive from a marketing standpoint, please feel free to download the following ClientWise Learning Tool:
Topics: Operations
