TIME MANAGEMENT

Manage your diary and meetings

Effective time management is crucial for success, as you are working part-time and want to maximise your productivity while balancing work and personal commitments.

Start by prioritising your tasks. Get with your EVP or Field Trainer and create a clear plan for time to invest in building your business.

Maintain open lines of communication with your EVP, team and clients. Be clear about your part-time schedule and availability to set realistic expectations

Learn about the 9 Fs from Dolly in this video

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Action Steps For

SUCCESS

Your success now depends on balancing client service with team growth.

These action steps focus on expanding your team, perfecting your communication skills, and deepening your understanding of financial products and services.

By mastering these points, you’ll not only serve your clients more effectively but also build a strong foundation for your growing business.

Soft Skills for Transitioning to

team leader

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