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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Efficient Task Organization and Time Management

Discover the benefits of structuring work days around specific tasks rather than business lines, maintaining focus and productivity by eliminating distractions. Explore the evolution from thematic workdays to a structured weekly and monthly plan for better time management and control over commitments.

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