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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Structuring Time for Productivity and Balance

The chapter explores the importance of time management and structure in enhancing productivity, with a focus on creative individuals and financial planners. It emphasizes the benefits of establishing a model week with time blocks for varied tasks, including designated creative days, flex time, and team collaboration. The discussion highlights the significance of aligning team members' model weeks with the leader's structure for improved focus management and work-life balance.

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