Creating Capacity for What Matters Most

Many financial planners are incredibly busy. The challenge is not usually a lack of effort – it is ensuring that your time, energy and attention are invested where they create the greatest value.

Client meetings, preparation, follow-up actions, business development, compliance requirements, team responsibilities and administration can quickly fill every available hour. As demands increase, it becomes easy to spend more time reacting to work than deliberately focusing on what matters most.

This practical virtual one-day workshop will help you work more effectively by creating greater clarity, focus and control over how you spend your time. Rather than simply trying to get more done, you will learn how to prioritise the activities that have the greatest impact on your clients, your business and your own wellbeing.

Drawing on proven productivity principles and extensive experience working with financial planners and advisory firms, this workshop will help you create more capacity for client relationships, business growth and strategic thinking.

By attending, you will learn how to:

• Identify the activities that create the greatest value for your clients and your business
• Focus your time and energy on high-impact priorities
• Move from reactive working to a more proactive and intentional approach
• Align your daily activities with your professional and personal goals
• Delegate more effectively to paraplanners, administrators and support teams
• Reduce interruptions, distractions and low-value activities
• Manage competing demands with greater confidence and control
• Create more capacity for client-facing work, business development and strategic thinking
• Develop practical habits that improve effectiveness while reducing stress

This is an interactive, practical virtual or in-person workshop, combining short theory sessions with exercises, discussion and reflection. Throughout the programme, participants will apply the concepts directly to their own role and workload, creating a personalised action plan for immediate implementation.

You will also receive access to Quiver Management’s Online Academy, where you will be able to revisit all the models and techniques shared during the workshop.

The most successful financial planners are not necessarily those who work the longest hours. They are the ones who consistently focus their efforts on the activities that create the greatest value for their clients and their business.

Take time to step back, refocus and learn how to create more impact, more capacity and better results.

Suitable for financial planners, financial advisers, wealth managers, team leaders and practice principals.

In-house courses

Please contact us if you are interested in an in-house course for your team of financial planners, advisers, paraplanners and support staff.

The workshop can also be tailored to address specific organisational challenges, including adviser capacity, delegation, business development, team effectiveness, adviser-support team collaboration and creating scalable client service models.