• Rebecca Hourihan AIF, PPC

The importance of “me” time

Updated: May 9


The universe is a crazy, chaotic place and we often get wrapped up in the inertia of the world around us. Now more than ever it is important to pepper “me time” into your daily routine to keep sane, boost morale and best serve your clients.


Take a moment to reflect on the little things you’ve done recently that were exclusively for you. It could be something small like turning up the music, taking a walk or driving the long way home when picking up take out.


While these may seem like unproductive or unimpactful tasks, they can make all the difference. Right now, we are bombarded by new stresses, distractions, changes and overall chaos. Thus, in order for you to serve your clients at your peak, you need to take care of you.


Find your energy pools

Have you ever noticed that certain activities excite you? To do them brings you joy and happiness, maybe even adult giddiness. Some advisors find the challenge of earning a new client exhilarating. Others take joy in the relationship that develops after a few committee meetings. While others seek out employee education consultations. It’s all personal choice.


However, what is important to recognize is that certain business activities either spark energy or drain you. Find and isolate the activities ignite energy. Because when you want to perform at your best, you need to understand what you enjoy doing, so that you can repeat that behavior to become the best retirement plan advisor.

Additionally, it’s equally essential to reduce all activities that drain your energy. Let us explain.


Write down 3 activities that excite you:

  1. ________________________________________

  2. ________________________________________

  3. ________________________________________


Write down 3 activities that drain you:

  1. ________________________________________

  2. ________________________________________

  3. ________________________________________


Now, when you look at your 2 lists, how do the activities make you feel? Does the thought of actually performing the tasks bring a smile to your face or spur an involuntary eye roll and groan? The key to performing at your best is to do MORE of the activities that are on the “Excite You” list and less on the “Drain You” list.


One man’s misery is another man’s joy

When you look at this list, you’ll be pleased to know that there are professionals that like doing your “Drain List” - for real. And, for those tasks you need to find complimentary partners. These professionals will remove the strain from your plate and free up your time to do more of the activities that you truly enjoy.


Leverage your power hours

Everyone has times of the day that they feel on fire and other times that it would take a miracle to get anything done. Are you a morning person or is your best work done in the afternoon?


Listen to your natural rhythm and plan your daily activities accordingly. It doesn’t make sense to force yourself to perform a draining task during your most unproductive hours.

Let’s say you are most focused first thing in the morning and begin to need a cup of coffee around 10 am, consider placing a task from your drains me list at 8 am followed by an exciting task to serve as an alluring carrot at the end of the stick to keep you motivated.


Daily me time

Do not be afraid of taking me time during the work day. In fact, it can help you to be more productive overall.


Just as we identified your power hours, it is equally as important to recognize the times when you are most likely to procrastinate. These are amazing opportunities to input me time.


If you are plagued by the 3pm sleepies, then consider breaking from work for a walk, run, workout, yoga session or another favorite activity. You’ll notice that when you take some “me” time, it clears your mind. That break helps to bring clarity, so that when you return to work, you can think deeper about your business.

This is a small example. But when put into practice, it allows you to look into your business to better understand the value of your time.


Put yourself first

A little “me” time gives you perspective. Also, it reminds you that there are great people out there that can support your mission. Together, you can put yourself first, and by doing so you can better serve your retirement plan clients because you will be happier, more fulfilled and giddy with the great work that you get to accomplish with your clients, prospects, and center of influence partners.


Thanks for reading and Happy Marketing!


About Us

401(k) Marketing is the modern marketing agency for the retirement plan industry. We are proud to support our clients through custom engagements, content marketing campaigns, sales material innovations, thought-leadership consulting, interactive workshops and speaking events. Our mission is to empower the retirement plan industry with high-quality marketing, ultimately inspiring Americans to become financially prepared for their future.


Retirement Plan Marketing is the solution for retirement plan advisors looking for an ongoing and scalable marketing process to generate awareness, streamline sales opportunities and earn more 401(k) business. This comprehensive, strategy driven marketing program includes digital content and sales material specifically designed to help retirement plan professionals attract the right decision makers.