Advisors: Be Bifocal! | WealthManagement by Ron Carson
Published: February 02 2015
Anticipating the future while also being present is a key trait for any successful advisor in today’s hectic landscape. You must have the ability to accurately perceive things happening further out on the horizon all while focusing on the more immediate, pressing events in your environment. As simple as this sounds, it’s actually quite rare to master this wonderful ability.
Being bifocal means putting your attention where it needs to be in your daily routine. I use a form called the “6 Most & Vital 1” that I fill out at the end of each day to give me this short-term, focused vision for the next day. It allows me to enter the office the next morning and immediately have direction on the six items and the “vital one” that require my attention. With all the distractions presenting themselves throughout each day, this form also acts as my best tool for regaining focus and staying on task.