The Efficient Advisor: Tactical Business Advice for Financial Planners 076: How To Make the Holidays Less Crazy in Your Business - The Holiday Meeting Agenda
We’re getting into the most wonderful time of the year… and as you know… it can be the most hectic time of the year! It’s important for you to set expectations, boundaries, and get prepared for the holiday season in your business now so that you can have a smooth and enjoyable end of the year.
I want you to have an actual plan and move through this season as efficiently as possible and preemptively avoid any hiccups or last-minute scrambling that is so typical of the holiday season.
Today we’re going to dive into my recommended agenda for your Christmas Season or Holiday Season meeting with your team.
Your Agenda Includes:
- Time Off/Office Coverage
- Boundaries with Time Off
- How to Communicate Your Holiday Schedule to Clients
- Decorating Duties/Efficiencies
- Client Gift Plan/Holiday Card Plan
- Holiday Parties!
Let’s enter this last stretch with INTENTION AND A PLAN!
------------------------------------------
LINKS FROM THE SHOW:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Learn more about the Group Coaching & Mastermind HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.