Being a working mom was challenging prior to the coronavirus shutdown — juggling work, racing to school or sports, planning quick, nutritious dinners, and giving my kids and husband all the attention they deserved. Then COVID-19 hit, and life changed.
I’m not one who weathers change well, but within a few weeks — OK, maybe a month — I hit my stride. I get to see my kids more. I’m taking better care of myself and am enjoying work, tackling more issues and projects than ever before.
This reset was about adapting and thriving, and the guidance of my teammates at Halbert Hargrove was key. I’ve always looked to my colleagues’ best practices and adopted what makes sense for me, but never more than now. Here are some gems from our team’s thoughts on working from home successfully.
From just $107.88 $24.99 for Kiplinger Personal Finance
Become a smarter, better informed investor. Subscribe from just $107.88 $24.99, plus get up to 4 Special Issues
Sign up for Kiplinger’s Free Newsletters
Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.
Profit and prosper with the best of expert advice - straight to your e-mail.
Top Tips to Stay Productive at Home
As financial professionals, we’re focused on creating disciplined processes. Although COVID-19 posed a new set of challenges, we were ready to figure this out. Our tips could easily be applied to your own work-from-home situation.
Brenden Melrose, Wealth Advisor, San Diego:
- Working from home makes it easy for work/life boundaries to blur. Having a dedicated space puts my mind in work mode when I get there. It doesn’t have to be an office or a desk — just the same space every day. Moving from spot to spot in the house doesn’t allow for a consistent work environment.
- Keeping a schedule allows me to be fully present for both work and life. With easy access to my office and tasks, it’s easy to slip away after hours to get “a couple quick things done.” Conversely, it’s just as easy to step away to do things around the house. If you keep a routine of a dedicated work block and personal time, you’ll be able to focus knowing you are giving appropriate attention to each.
- I make it a habit to turn off the computer when my workday is done. Having to boot up is a great deterrent to lapsing back into work mode.
Cecilia Williams, Director of Investment Operations/CCO, Long Beach
- Set up a workspace that keeps you focused and motivated. The right chair, desk height, lighting, etc. matters when you think about how many hours a day you spend staring at your screen.
- Look for online training and learning opportunities. We’re now missing an extra element of the storytelling/training that happened just by being next to one another in the office. Join a webinar, read articles, make sure you don’t zone out so much on your specific role that you forget that focus on self-improvement.
- Start and end your day consistently. I make sure everything unrelated to work is cleared off my desk each morning, that I have my coffee in hand, and spend the first 10-15 minutes organizing my day, listing priorities and moving things around to make my day more successful. I end each day the same way, making sure I have looked at what needs to get done the following day. This helps me mentally unwind. It will all be there tomorrow!
Tony Collins, Associate Wealth Advisor, Long Beach:
Having more frequent voice and video calls with my team helps keep me more motivated, stay productive and feel more connected with the work I’m doing. It’s easy to get bogged down by email and instant messages, and sometimes things can be lost in translation. Nothing beats direct conversations in getting issues prioritized and ironed out.
Craig Eissler, Wealth Advisor, Houston:
Invest in some earbuds that allow you to stay connected to your phone — rather than tethered.
Best Practices for Working at Home with Kids
Kids and work are definitely not an optimal pairing — before COVID-19, it was a big no-no for many companies. But many of us enjoy the kids who have appeared on screen or snuck into the background of a Zoom call. The majority of our advisors have children — and have figured out ways to “make it work.” Here are some highlights.
David Koch, Senior Wealth Advisor, Long Beach:
- Break up the day into manageable chunks. Your kids can’t sit still without a recess at school, what makes you think they can do it at home? Consider the Pomodoro Technique. This is a time-management method developed by Francesco Cirillo in the 1980s, which uses a timer to break work into 25-minute chunks separated by short breaks. The “Pomodoro” (tomato in Italian) comes from the tomato-shaped kitchen timer he used to keep track. The technique helps to divide large projects into smaller, more manageable ones and supposedly improves creativity and concentration. Meanwhile, use your breaks to check in with the kids and have a recess.
- Rowdy kids? I make them do burpees. I tell my kids, “You’re either going to get smarter or you’re going to get stronger, and right now, you’ve chosen to get stronger.” I usually start with 10, but escalate to 15 or 20 if I get any lip. If they complain, I’ll add more and let them know that, “Pain is just weakness leaving your body.” Pro tip: During schooltime (M-F 9 am-3 pm), I make them respond to every order I give them with, “Aye aye, captain,” and a small salute. This ensures they know I mean business.
- Going to jump on a work call? Put a sock on the doorknob. That’s their signal not to interrupt.
- Checklists, checklists, checklists. Make one for you and one for the kids. You can’t give your kids one task at a time — it’s just not efficient. Make a list, write it down, and have them check items off as they go through their day. Not only does this give them direction (when you may still be on that one-hour call 90 minutes later), but it gives them a sense of accomplishment — and a chance for you to reward them. Incentivize them to make a stretch goal, and reward them for hitting it — or even for a strong effort.
- Prep meals ahead of time, and keep plenty of snacks on hand. Batch process a stack of PB&Js, make sure you’ve got all the ingredients for Triscuit nachos, hoard those boxes of Stouffer’s French Bread pizza, pre-slice five apples at a time, stock big bags of organic baby carrots, break out that Crock Pot — or better yet, the Instant Pot. Now is your chance to make that slow-roasted recipe that makes several meals at once.
- Let the kids take advantage of all the amazing media out there. Now is not the time to ration their screen time. You can use it as a reward for them to watch their favorite slime videos (anyone else have a 6-year-old girl?). There are phenomenal apps, podcasts and YouTube channels to augment their education as well. Khan Academy is a staple in our home — there’s the Khan Academy app, the YouTube channel, and now there’s a Khan Academy Kids app as well. The Brilliant app is great for math. There are TED Talks galore that discuss subjects your kids might be into. Have a burgeoning entrepreneur? Let them watch Shark Tank!
Craig Eissler, Wealth Advisor, Houston:
- While on a conference call, utilize the mute button on your phone as much as possible whenever you are NOT talking.
- Establish some boundaries. Walls and doors work great.
- Utilize the virtual backgrounds feature in Zoom. Kids can run and dance all they want behind you. No one will see them.
Finally, My Own Input
After connecting with my team, I developed my own top tips:
- If I have a particularly important meeting, my kids are sent on a long walk around the neighborhood with their caregiver, so there’s no chance of an interruption.
- My 5-year-old has a set-up on the window seat in my working room with markers, crayons, coloring books, Legos, books, etc. to self-entertain for parts of the day.
Whether you’ve enjoyed this change — or you’re eagerly anticipating the day you can return to the office — there are ways to thrive in this new environment. If you seek advice and are open to changing your routine, the aha’s will come. Just keep experimenting with new solutions, and some are bound to bear fruit.
-
Your End of Year Insurance Coverage Review ChecklistStop paying for insurance you don't need and close coverage gaps you didn't know about with this year-end insurance review.
-
Crypto Trends to Watch in 2026Cryptocurrency is still less than 20 years old, but it remains a fast-moving (and also maturing) market. Here are the crypto trends to watch for in 2026.
-
Original Medicare vs Medicare Advantage Quiz: Which is Right for You?Quiz Take this quick quiz to discover your "Medicare Personality Type" and learn whether you are a Traditionalist, or a Bundler.
-
Time Is Running Out to Make the Best Moves to Save on Your 2025 TaxesDon't wait until January — investors, including those with a high net worth, can snag big tax savings for 2025 (and 2026) with these strategies.
-
I'm an Insurance Pro: If You Do One Boring Task Before the End of the Year, Make It This One (It Could Save You Thousands)Who wants to check insurance policies when there's fun to be had? Still, making sure everything is up to date (coverage and deductibles) can save you a ton.
-
4 Smart Ways Retirees Can Give More to Charity, From a Financial AdviserFor retirees, tax efficiency and charitable giving should go hand in hand. After all, why not maximize your gifts and minimize the amount that goes to the IRS?
-
3 Year-End Tax Strategies for Retirees With $2 Million to $10 MillionTo avoid the OBBB messing up your whole tax strategy, get your Roth conversions and charitable bunching done by year's end.
-
'Politics' Is a Dirty Word for Some Financial Advisers: 3 Reasons This Financial Planner Vehemently DisagreesYour financial plan should be aligned with your values and your politics. If your adviser refuses to talk about them, it's time to go elsewhere.
-
For a Move Abroad, Choosing a Fiduciary Financial Planner Who Sees Both Sides of the Border Is CriticalWorking with a cross-border financial planner is essential to integrate tax, estate and visa considerations and avoid costly, unexpected liabilities.
-
I'm a Financial Adviser: This Tax Trap Costs High Earners Thousands Each YearMutual funds in taxable accounts can quietly erode your returns. More efficient tools, such as ETFs and direct indexing, can help improve after-tax returns.
-
A Financial Adviser's Guide to Divorce Finalization: Tying Up the Loose EndsAfter signing the divorce agreement, you'll need to tackle the administrative work that will allow you to start over.
