Financial Marketing

Lewis's plan is to have you focus on high-dollar activities, such as scoring one point for an attempted outgoing or incoming call and five points for face-to-face meetings or attending a networking event. You get 25 points-your whole day's score-for a seminar or town hall meeting because you're leveraging your time by getting in front of many people at once and increasing personal contact. You could keep points in a log and play this game with another advisor, comparing your scores each day.

If you were shooting for, say, 25 points a day, and rewarded yourself for hitting certain targets, you would probably see real progress and momentum in your business. You can download a number of articles from her website, where she talks about these high-dollar activities. You also might like her book, Increase Your Productivity with One Piece of Paper.

Perhaps the best way to not get overwhelmed by too many new ideas is to pick one or two things that appeal to you that you think you could do well with minimal time. Budget a portion of your time, and remember to always do the most revenue-generating and client- facing activities first. Electronic marketing, including social media, should be supplemental to your traditional networking and marketing activities. Done well, you'll stay top of mind with clients and you'll have a permanent presence online.