Strategic Surge Scheduling in a Financial Advisory Firm

Exploring the evolution of surge scheduling in a financial advisory firm, this chapter emphasizes the benefits of strategic time-blocking and hyper-intentionality when meeting with clients. With a structured calendar and a focus on designated surge dates, the firm enhances client satisfaction and team productivity while maintaining work-life balance. The speaker shares insights on implementing a surge schedule, maintaining open communication with clients, and the significance of intentional scheduling for a well-rounded approach to work-life balance.