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 Build a Successful Model Week

Natalie's model week was to prepare for meetings two weeks in advance. From 9 a.m. to 10 a.m., she would do all of her agenda prep and then delegate the rest from 10 to noon that day. Natalie also learned about herself by delegating so much work at lunchtime, even though it was noon. She had still never opened her email during this block of time.

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