The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

012: Design Your Perfect Schedule To Get It All Done in Less Time

The Efficient Advisor: Tactical Business Advice for Financial Planners

00:00

How to Make Your Model Week Work for You

She would roll you know roll through these Mondays and Tuesdays and have just like a bajillion appointments. Her big goal was to not work on Fridays so she would have this huge Thursday and then realized all Friday and all weekend she was haunted by the amount of work that needed to be done. So what we ended up doing was she was committed to having this one big huge crazy day so we moved that to earlier in the week  that way she had time for follow-up and she could actually get it all done but feel refreshed and kind of ready to go.

Play episode from 34:52
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app