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We understand our clients have unique business requirements, so we created flexible training packages to best meet the needs of your financial institution.

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  1. Personal Productivity-Introduction

    Personal Productivity is simply based around being able to focus on more of the right things with less time. When utilized properly, this skill can lower your stress levels, help you find that work/life balance you hear so much about, and take back control of your time and priorities.

    2 Minutes

    Series: Personal Productivity

    Course Type: Online Self-Paced

  2. Personal Productivity-Leveraging Time

    The only way to get more done is through leverage. If you're not leveraging your time you'll only ever be able to use the same 1440 minutes everyone else has. What tools do you use to help individuals leverage their time?

    5 Minutes

    Series: Personal Productivity

    Course Type: Online Self-Paced

  3. Personal Productivity-Managing your Schedule

    When you're in the moment (day or week) its important to shift within your calendar and make the most of it. It's about ensuring you achieve your goals. Walk through our time managment hacks to take advantage of what will make your your calendar easier to follow and implement.

    7 Minutes

    Series: Personal Productivity

    Course Type: Online Self-Paced

  4. Personal Productivity-Planning your Schedule

    How do you plan your schedule in a way that gives you the control but also provides the confidence in how you will achieve your quarterly, monthly, weekly and daily goals? Learn how to structure your planning systems in order to take back control of your calendar.

    8 Minutes

    Series: Personal Productivity

    Course Type: Online Self-Paced

  5. Personal Productivity-Series Summary

    Becoming more productive is a skill that is often talked about, but rarely implemented. There is no magic wand that makes you a more productive person. You have to want it, earn it, and then enjoy it. The skills you have learned in this series will grant you your wishes, but only with intent and discipline. Take back your time, after all, it was yours, to begin with!

    2 Minutes

    Series: Personal Productivity

    Course Type: Online Self-Paced

  6. Personal Productivity-Slush Time Management

    How do you help clients build a consistent schedule that captures their key events while leaving enough slush time for them to incorporate new activities? Wrap up your days with no loose ends. Slush TIme Management creates the space to do so.

    5 Minutes

    Series: Personal Productivity

    Course Type: Online Self-Paced

  7. Personal Productivity-Block Scheduling

    High performing individuals leverage consistent scheduling practices to ensure they're maximizing their time and using it to full effect. By blocking off common tasks in their schedule they're able to create scheduling rules to ensure they're consistently being productive. How do you help clients build a consistent schedule that captures their key events while leaving enough slush time for them to incorporate new activities?

    9 Minutes

    Series: Personal Productivity

    Course Type: Online Self-Paced

  8. Personal Productivity-Email Management

    Do you often feel that emails keep coming in, some get lost or dropped and often its hard to prioritize them. Emails have gone from a technology innovation that helped communicate to one of the biggest time sucks and distraction. Walk through how to track and manage your emails, how to develop rules that you follow to hold consistency and how you will convert emails into productive tasks.

    9 Minutes

    Series: Personal Productivity

    Course Type: Online Self-Paced

  9. Personal Productivity-Energy Management

    Burn out is a real thing. How do you avoid it? Remove the feeling of being overwhelmed and follow these strong scheduling tips. Its all about picking the right times to do specific tasks that will keep your energy high and allow you to be the most productive possible

    6 Minutes

    Series: Personal Productivity

    Course Type: Online Self-Paced

  10. Personal Productivity-Goal & Task Prioritization

    Everyone wants to be as productive as possible. Some people struggle with organizing and scheduling the day-to-day, but priority management is about the part before this step. This skill is about measuring and connecting the amount of time it takes to perform specific tasks and assigning them a level of priority. All of this connects to the goals and vision and allows the individual to have the "Why" they schedule a certain way.

    10 Minutes

    Series: Personal Productivity

    Course Type: Online Self-Paced