The Efficient Advisor: Tactical Business Advice for Financial Planners 289: The Meeting Calendar Hack that Will Save You When a Client Needs to Meet Urgently
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Jul 11, 2025 Discover a powerful scheduling hack that introduces VIP time slots to your calendar! These slots provide the flexibility needed for urgent client meetings and unexpected emergencies. Learn how intentional scheduling can lessen overwhelm and boost productivity. Gain insights into prioritizing high-value engagements while maintaining an adaptable calendar. This concise approach not only enhances client service but also helps you reclaim control over your time.
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Real-Life Scheduling Challenges
- Libby shares her experience managing unexpected meetings during ongoing house construction.
- She explains how unplanned events require schedule flexibility and invites using VIP slots to handle emergencies.
Use VIP Time Slots Strategically
- Set aside VIP time slots in your model week for urgent client needs or last-minute meetings.
- Use unfilled VIP slots for business development, CEO time, or other productive tasks.
Aim for 80% Model Week Adherence
- Aim for 80% adherence to your model week schedule to maintain flexibility and control.
- Allow necessary schedule modifications for exceptional client needs without disrupting overall flow.