8 Productivity Hacks

8 Ways to Get More Productive Starting Now

I know, you’re busy, very busy, and perhaps even stressed. As a HECM professional you have quite a bit to juggle: inbound calls, outbound sales calls, applications to review, proposals to send, Zoom meetings, etc. As the demands increase in our time we have two choices; prepare with efficiency or accept that you’ll miss potential opportunities.

Here are just a few ways each of us can become more highly organized and position ourselves for success in the coming months.

1- Get your email in order. We’ve covered some great ways to fully manage and get control of your email. One is Inbox Zero which was developed by productivity guru Merlin Mann. Basically you decide immediately whether to delete, delegate (forward), do it, or defer it to a later date. Some simple folders in your email program will make a world of difference.

2- Paperwork Zen Master. Nothing stresses out professionals like stacks of unfinished business on their desks. Here’s how to use the 43 folders system. (older video)

3- Media Blackout. Social media that is. Schedule times during the day at which you will check your social media accounts such as Linkedin, Facebook, Twitter, and more. Also, turn off social media notifications on your phone and desktop computer. Each distraction will add up to minutes and hours lost during the day.

4- Use the phone. The appearance of email ‘conversations’ is a mere illusion. The longer the email chain the more irritated I become. If you notice a notable long email chain suggest a short group conference call. If you have a detailed message perhaps just picking up the phone would save you and the recipient considerable time. Phone calls allow both parties to pick up on the tone of the conversation which is often lost in written communications.

5- Check and process your mail. Each day check your snail mail (remember the post office?) and immediately trash, save or file for action at a later date.

6- Plan a day ahead. Productive professionals have a habit of planning out the next day before they leave the office. Take a moment and look at your inbox, your 43 folder files, and emails, and then time block what needs to be accomplished in addition to any meetings already scheduled. You will be less distracted when you get home.  Your family will thank you.

7- Be judgmental. Not in a negative sense but learn to judge quickly what is important, what can wait, and what does not deserve your time or attention. The quicker you learn to filter what is relevant the more time you will have to focus on building your business. 

8- Keep a time diary. It’s simple really. If you have a calendar with a lot of blank spots for today, no worries. Just note as a calendar event how you actually end up spending your time. I’ve done this for years and it helps me see where I am investing time and what I can discard.

Six Ways to Slay Productivity Killers


Taking back control of your time

Do you want to succeed?

Here are the 7 C’s of Success

Managing your busy schedule

5 Steps to Regain Control of Your Schedule

How to get out of a rut


We all can find ourselves in a rut. Here’s how to break free

Did you forget?


Did you forget what used to work?

In the rush of life, we often lose sight of the activities that we used to enjoy and that brought us business and a sense of purpose…

Awareness & Anxiety

reverse mortgage news


Informed but not worried

Being aware of what’s happening in the world at large can help one be prepared, but it can also lead to anxiety. Uncertainty is a fact of life yet preparation, planning doesn’t have to include needless worry. 

What if they’re wrong?


When common knowledge & the status quo are wrong

History is replete with examples of when commonly accepted wisdom was flat out wrong. Remember the doctors who treated an ailing President George Washington with bloodletting- so much so that they hastened his demise?  What about the use of home equity or reverse mortgages?

What will you do next?


Reacting is normal but what’s next?

When the stock market tanks 800 points in one day or your family doctor tells you that your recent bloodwork is concerning you naturally react to a stressful situation. The Greeks and early Stoics called this ‘phantasiai’, or the immediate impression you form. The question is what will you do next?

Finding the win


Finding the small advantage for a win

Do you remember a time when facing certain defeat you found a way to pull out a win? An inconspicuous, unnoticed, and seemingly unimportant detail that shifted the tide into your favor?