The Efficient Advisor: Tactical Business Advice for Financial Planners 298: Margin = Magic: How I Stopped Curveballs from Wrecking My Schedule
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Aug 15, 2025 Discover how proactive scheduling can elevate your efficiency and reduce stress. Learn the game-changing strategy of incorporating a simple two-week buffer into your calendar. This approach can transform you from reactive to calm and organized. Gain insights on enhancing client experiences while leading effectively. Plus, find out about available coaching programs that can help you implement these transformative practices!
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Scrambling Before Meetings
- Libby described prepping five minutes before meetings and scrambling for documents.
- That last-minute approach led to typos, rushed recommendations, and poor client experience.
Motion-Sick Bus Curveball
- She shared a real-life curveball: a motion-sick child called home from the bus.
- That disruption exemplified how life events can derail last-minute prep and create domino stress.
Work Two Weeks Ahead
- Commit to prepping client meetings in advance rather than the night before.
- Build a consistent buffer (Libby used two weeks) so your team can gather materials and run illustrations calmly.