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

178: Michael Kitces on Time Management & Building Your Model Week

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Structured Time Management through Team-Focused Mondays

Learn about a structured time management approach emphasizing team meetings on Mondays and the rotation of department meetings throughout the day. Discover the significance of dedicating Mondays to team interactions and saving creative work for other days.

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