Planning Ahead to Avoid Getting Bogged Down in the Day

Posted By on Feb 17, 2014|0 comments


It’s a well-known fact that people who get things done generally get more requested of them. The more you complete, the more you are not only expected to work on, but more importantly, get done, while the requests just keep coming. If you like to keep busy, it’s can be a good challenge. But juggling the work can often create stress.

People often ask how I get it done. So here it is.

Make The Time

What actually prompted me to write this blog entry was a recent conversation with a financial advisor in Oregon. She was trying to increase her client base and was seeking help in targeting clients.

She was working on getting her CFP and wanted to grow her business. However, rather than start off the day by working on these two important items, she instead took customers’ requests beginning at 8:30 a.m. What was meant to take no more than 60 minutes often turned into three hours of customer service requests.

Servicing clients is an important task and if you are a one-person office or even if you have an assistant, you may often find yourself consumed with clients’ requests.

The trick is to schedule a time to get those requests done. Be warned: this can be difficult and on some days, you will not be able to hold to that schedule. However, if you are intentional about what you want to get accomplished and are able schedule your day around those items; you are far more likely to succeed.

One of the benefits of planning your day is that it helps you know what tasks are most important, so you can focus on them. Also, scheduling times to complete tasks helps give you a timeline as to when you will accomplish those items. Last, planning your day helps hold you accountable to get things done.

Analyze The Past Week And Plan Ahead  

One of the first things I do when planning my days and weeks is to spend time at the end of each week organizing my calendar. I review the past week to see if I need to get anything done and look at the week to come in order to schedule my time.

There are several things that I plan each week, including time to make cold calls, time to review emails and return client calls, time to write and time to meet with my team and/or individual team members. This kind of schedule often leaves me with very little free time, but the time that I have scheduled is the time that I need in order to make sure I get things done.

Below is a screen shot of how I schedule my day. You can see that there are recurring tasks each day and week, including when I meet with employees and when I review emails.

You can also see that there is very little open time during the week.

At the end of each day, I also review what needs to be completed the following day. This helps me walk into my office prepared for the day ahead.

Starting your own financial planning practice is hard work. It takes being focused and intentional on what needs to get done and working long, hard hours. But the more you can be intentional with your time; the better off you will be to get to the next level of your business.

Next Steps 

Start putting together a schedule or a plan for your days and weeks to not only prioritize the tasks that need completion first, but also to ensure enough time to get them done. Preparing a schedule to fit in all your tasks – whether they are answering emails, returning calls or scheduling meetings with clients – helps keep you focused and on track to build your business and grow your sales. Need more motivation to create a plan? Check out our 21 Point Day sales training class available to download, watch and learn at your convenience. You can create a game out of scheduling and win big!

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