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

289: The Meeting Calendar Hack that Will Save You When a Client Needs to Meet Urgently

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Creating Flexibility in Appointment Scheduling with VIP Time Slots

This chapter explores the implementation of a model week for scheduling that accommodates unexpected client meetings and emergencies. It introduces the concept of VIP time slots to maintain flexibility while balancing essential business activities and personal development.

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