The Efficient Advisor: Tactical Business Advice for Financial Planners

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

Mar 19, 2024

Michael Kitces shares his top time management strategies for running multiple successful companies, including focus management, structuring model weeks, creating theme days, and getting started with time blocking. Learn from the Chief Financial Planning Nerd on how to improve balance and productivity in your week!

45:06

Episode guests

Michael Kitces

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Episode notes

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Quick takeaways

Implementing a structured approach to time management is crucial for efficient productivity, Michael emphasizes organizing time to manage multiple companies effectively.

Setting a clear framework with themed days and tracking time meticulously can enhance productivity and lead to company-wide time management practices.

Deep dives

Structured Approach to Time Management

Implementing a structured approach to time management is crucial for efficient productivity. Michael Kitzes emphasizes the importance of organizing his time to effectively manage multiple large companies without allowing work to encroach on his personal life. By dedicating specific days to team meetings, client work, creative tasks, and business planning, Michael establishes a clear framework that optimizes his productivity and focus.

Introduction

2min

Efficient Time Management Strategies for Running Multiple Businesses

2min

Structured Time Management through Team-Focused Mondays

3min

Efficient Time Management and Task Prioritization Strategies

4min

Efficient Task Organization and Time Management

10min

Structuring Time for Productivity and Balance

24min

When the name MICHAEL KITCES is mentioned, everyone stops to listen! And this time should be no different!

In today’s podcast episode, I am thrilled to have THE Michael Kitces share how he’s able to run multiple successful companies by taking charge of his most precious commodity—time! ⌚

Michael has perfected the art of time management over the years with some innovative strategies. He shares in depth about his favorite time hacks, including:

Focus management versus time management
Structuring model weeks
Creating theme days
Getting started with time blocking

So, if you’re struggling to find balance or simply want to tweak your week, stop what you’re doing 🛑, grab a pad and pen to take notes 📝, and get ready to learn from the self-proclaimed Chief Financial Planning Nerd! 🤓

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LINKS FROM THIS EPISODE

Connect with Michael on LinkedIn Here

Learn more about Toggl Here

Check out my guest appearance on Michael’s podcast Here

Episodes Mentioned:

#12: Designing Your Perfect Schedule to Get it All Done in Less Time

Join the Group Coaching & Mastermind HERE!

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass Here

Connect with Libby on LinkedIn Here!

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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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