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

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How to Create a Schedule That Works for You

I have self-diagnosed ADD so like I couldn't do the same thing all day long I had to switch it up a little bit and that's just you know kind of a function of trying different things. So for me I should not talk to a client before 10 a.m. but I would have a two-hour coaching window just because it was something I was super passionate about. For me coaching other advisors became like this little boost on Tuesday morning that was just like I get so fired up and so excited and it made me want to show up to work that day. And then Tuesdays were pretty much client meetings for the rest of the day.

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