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Encore Episode: Client Onboarding - Creating A Solid Foundation
The Perfect RIA
Strategic Time Management and Scheduling for Optimal Focus
Implementing strategic time management techniques such as strategic days, buffer days, and specific time-blocked periods of intense focus can enhance productivity and performance. By refining and adapting these practices, it was discovered that longer periods of deep focus were more effective than alternating between work and rest days. Introducing time-blocked surges throughout the year, with specific periods of intense client-focused work, can optimize productivity and effectiveness in client interactions.
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