The Efficient Advisor: Tactical Business Advice for Financial Planners

265: Time Blocking with a Plan: How I Plan My Day to Actually Get Stuff Done

Apr 18, 2025
Discover how to run your day with intention using effective time blocking techniques. Learn the difference between general time blocking and assigning specific tasks, and identify your top three priorities to maintain focus. Libby shares a simple gratitude practice to ground you before the chaos begins. Find out how to prevent productivity loss in white space and get a sneak peek of her favorite planner that replaced the one she used to love. Transform your daily routine and wake up ready to tackle the day!
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ADVICE

Plan Next Day Night Before

  • Plan your next day the night before by blocking meetings and listing your Big 3 priorities.
  • Assign real tasks to your time blocks to avoid decision fatigue and stay focused throughout the day.
ANECDOTE

Summit Coffee Delivery Experience

  • Libby shared how a summit's speaker coffee meetup included a fun client experience of having coffees delivered.
  • This small thoughtful touch created a positive atmosphere and connection before the virtual meeting.
ADVICE

Use Gratitude To Ground Morning

  • Start your day with a simple gratitude practice to ground yourself before chaos hits.
  • Reflecting on both big and small positive things helps maintain focus and positivity.
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