Mastering Time Like a CEO

This presentation explores practical strategies for improving productivity, leadership, and work-life balance by managing time with the mindset and discipline of a CEO. It highlights the importance of prioritization, delegation, goal setting, and intentional scheduling to help advisors and professionals focus on high-value activities that drive growth and personal effectiveness. The session examines common time-management challenges such as distractions, overwhelm, reactive workflows, and lack of boundaries, while offering actionable techniques to improve organization, efficiency, and accountability. Advisors will gain insight into creating structured routines, aligning daily activities with long-term objectives, and leveraging mindset shifts to enhance performance and reduce stress. Overall, the presentation emphasizes that mastering time is not about doing more, but about focusing energy on the activities that create the greatest personal and professional impact.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! COMING SOON! Full presentation time: 1h 2m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 General credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: April Levitt

April-Lynn Levitt is based in Oakville and is a Coach with The Personal Coach team providing customized, one-on-one business coaching to financial advisors across Canada. April is passionate about helping advisors reach their true potential. Before becoming a coach, April worked for 10 years with MD Management as a top Financial Consultant and Regional Manager managing over $1 billion dollars for physicians and their families. Prior to that, she was an independent financial advisor in Vancouver specializing in the professional women’s market. April has her Bachelor of Commerce with Distinction from the University of Alberta, her CFP, and extensive coaching, sales and management training. She is a member of the International Coach Federation and a frequent contributor to advisor.ca and Investment Executive. She enjoys spending time outdoors with her husband, and 2 daughters.

About the Presenter: Charlene Wolthuizen

Charlene is Business Coach for Financial Advisors with extensive background in the Financial Services industry: As a Financial Advisor, Charlene developed a deep understanding of client relationships, communication, strategic planning, and what it takes to run a successful business. This foundation paved the way for her success as a Regional Vice President at a large Financial Institution for 15 years. “Having met with hundreds of financial advisors and been in their shoes, I understand the joys and challenges of growing a successful, sustainable business. I know what it is like to go through market corrections, hire and train a team and navigate the complexities of growing a business.” Charlene holds both a Certified Financial Planning (CFP) designation and a Certified Co- Active Professional Coaching designation, demonstrating her depth of expertise which now enables her to help Financial Advisors design a business plan that works for them personally & professionally. She is also DiSC certified. Charlene lives in Kelowna with her husband. She has three adult children and two grandchildren. She enjoys everything the Okanagan lifestyle has to offer.