Finish the Year with Focus:

Q4 Productivity for Financial Advisors

Reset your priorities, protect your time, and drive growth.

JOIN US FOR THIS LIVE WEBINAR

Thursday, October 1, 2026 at 4pm ET

for one hour

Q4 has a way of filling up quickly. Client needs increase, year-end deadlines get closer, and the work required to build your business still needs your attention.

Join productivity and time management expert Dr. Sarah Reiff-Hekking for a practical webinar designed specifically for financial planners who want to take control of their priorities, protect their time, and make meaningful progress before the year is over.

Identify Your Q4 Priorities

Get clear on what actually deserves your attention between now and the end of the year, rather than treating every task as equally urgent.

Protect Time for What Matters

Learn practical ways to make space for high-value work even when client demands, meetings, email, and unexpected interruptions compete for your calendar.

Turn Priorities Into Progress

Build a realistic plan for moving important projects forward so you can finish the year knowing you accomplished more than simply keeping up.

Business Development

Learn how to attract the right clients and build relationships that lead to lasting, high-value engagements.

Sustainable Practice Growth

Build a legal practice that aligns with your goals and supports long-term success - professionally and personally.

Time & energy MANAGEMENT

Gain tools to manage your caseload, calendar, and capacity without sacrificing well-being or client service.

This conversation will be practical, direct, and designed for financial advisors
who want specific habits and tools they can use right away.

What We Will Cover

This isn't about squeezing more tasks into an already-full day. Dr. Sarah will show you how to make intentional decisions about where your time goes, so you can focus on the work that matters most, and finish the year with greater clarity and control.

You'll walk away with tools you can use right away:

Identify the Q4 priorities that will have the greatest impact on your clients and your business
Separate genuinely important work from tasks that simply feel urgent
Protect focused time for high-value work, even when client needs compete for your attention
Stay on track when unexpected requests and changing priorities disrupt your plans
Build momentum through the end of the year while setting yourself up for a focused start to 2027

This is not theory. You will hear how you can focus on what matters,
cut back on what drains time, and build systems that support consistent growth.

REGISTRATION CLOSES IN

More About Your Host

Dr. Sarah Reiff-Hekking

Dr. Sarah Reiff-Hekking is the founder of True Focus Coaching Inc. She is a speaker, coach, and Productivity and Time Management Expert with over 20 years of experience empowering entrepreneurs, small business owners, professionals, and executives to get a grip on time so that they can get to the next level in their lives and businesses. As Dr. Sarah’s clients can attest, it’s not just about managing time – it’s about creating sustainable changes.

As a trained clinical psychologist and certified coach, Dr. Sarah really understands people and their behavior. Her signature method allows her to connect deeply with her clients so they can intensify their focus as she guides them to breakthrough and redefine productivity and success.

Who Should Attend?

If you are a financial advisor who wants to:

Get clearer on what drives revenue and what drains time
Protect more time for high-value client work and business development
Finish the year focused on the right priorities and build mometum for 2027

Then this session is for you.

Sign up now and come prepared to rethink how you manage time, grow business, and finish the year strong. We will hold time for live Q&A so you can ask about the scenarios most pressing for you.

What People Are Saying...

“After losing my wife of nearly 35 years, I realized I’d spent too much time on the hamster wheel—reacting to daily crises, exhausted and falling behind.

I wanted more from life but didn’t know how to make space for it. Working with Dr. Sarah gave me the tools to change that and take control of both my practice and my life.

I’m working out again, enjoying regular dinners with loved ones, and prepping for international trips—all while practicing full-time. I’m now reaching my billable hour requirement with less stress and more time for other activities. She doesn’t let you off the hook, and that’s exactly what I needed. Thanks to her, I didn’t cancel that trip—I planned for it, took it, and everything at work was just fine.”

Nicholas Mooney | Spilman, Thomas & Battle, PLLC. Charleston, West Virginia

"Before working with Dr. Sarah, I was constantly putting out fires (at work and home)—reacting instead of planning.

My schedule ran me, and it felt like a prison. Now, I’m working ahead, thinking beyond just this week, and making steady progress.

Not only that, but I am able to delegate more, being confident in my systems to plan and track workflows, and my originations are up because of the added leverage.

I’m breaking big projects into milestones and finally achieving real goals, not just checking boxes. It’s a breath of fresh air."

Stu Eisler | Attorney, Hanson Bridgett (Construction Law)

"Before working with Sarah I worked all the time or felt like I should be working all the time…

Sarah taught me the tools that work for me to get the important work done during the day.

I now leave the office knowing that my clients are taken care of, I’ve maximized my billable hours, and everything is handled.

I relax in the evening and take weekends off-- all while meeting my financial and practice goals.

I highly recommend working with Sarah if you’re ready to live a life you love."

Tracey Ingle | Estate Planning Attorney, Ingle Law

Why This Matters

Time is a non-renewable resource.

You’ll leave with practical strategies to protect your time and finish the year strong.