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 Get It Done in 60 Minutes

I would get sucked in immediately I'm very easily distracted so by not even having access to my email until noon was a really really good method that worked for me. Then after after this noon window I had a little block of time to eat lunch and then I went straight into back-to-back client meetings. To eliminate that time between meetings I came up with a meeting notes template that allowed me to complete all of my notes in the meeting also documenting all the things.

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