The Best Financial Advisor Weekly Schedule

You’ve seen me write about being productive. It’s nothing new.  Yet being productive is such a huge roadblock to financial success. Ninety nine percent of advisors I speak with do not have a Model Work Week with goals and actions and are therefore lacking focus!

When you don’t have a weekly schedule, what happens? Well, you don’t get much done! Or you don’t get the right things done.

It’s easy enough to create a productive schedule.

You have five days in the work week. There is plenty of time to get things done so that you are working smarter, not harder. If you are working more than 45 hours per week, you are not working smart.

Weekly Schedule Blueprint:

Your schedule should be organized to be as productive as possible. Since most people are visual, create an excel spreadsheet and color code it according to your activities. I suggest you make prospecting, marketing, and service actions dark green in color as they represent MONEY activities. Try using dark blue for client meetings and purple for planning. Responding to email and phone calls can be light blue.

There are three kinds of days in your week:

1. Priority Days

– You are extremely focused on these days.  Normally you will not leave the office, take neither unsolicited incoming calls, nor waste time in any way. To do this you have to minimize interruptions. You will be focused on booking appointments, following up with prospects, making client appointments, and making client calls. It takes the mind twenty minutes to return to productivity once interrupted  so keep your email closed and your phone set to voicemail. You will have 1-3 Priority Days per week.

2. Go Days

– You are out in the field networking, meeting with prospects, and meeting with clients. You could also be meeting with clients in your office. Go days are face to face activities that are eyeball to eyeball. Go Days are for making a connection with people so you will gain exposure to new prospects outside of the office. You will have 1-3 Go Days per week.

3. Easy Days

– This is your flexible day. You can use it for whatever you want.  Catching up with paperwork.  Cleaning and organizing your office. Having lunch with friends or family. Working on your marketing ideas. I recommend that you make Fridays your Easy Day. Don’t schedule client meetings on your Easy Day. Keep it open and flexible. I like my clients to take long weekends using their Easy Days once they have developed a productive routine.

You should have activities around these types of actions scheduled into your week:

Prospect calls (10-15)
Prospect appointments (5-10)
Prospect follow-up calls (5-10)
Client calls (10-12)
Client appointments or review meetings (3-5)

Skills you need to make your practice work:

Focus – no WASTING TIME or pretending to be busy when you’re not

Ambition – the DESIRE to do more and BE more by committing to success

Vision – the KNOWLEDGE that you are creating a bigger and better firm

Dedication – the certainty that you are providing the best possible service for your clients

What are your scheduling challenges? Tell me in the comments below!

 

About Suzanne Muusers

3 Responses to “The Best Financial Advisor Weekly Schedule”

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  1. Adrienne says:

    Hey Suzanne,

    Your days aren’t too terribly off from the days online marketers have. We always need to be focusing more on the money making activities then the ones that can distract us way too easily.

    I know that networking and meeting people are a big part to building up an online presence but some people do nothing but just chatting all day.

    This outline for a productive day is a perfect example of what we all should be doing. Thank you for sharing it with us. Now, let’s go be productive.

    ~Adrienne
    Adrienne recently posted..7 Tips For A Better BlogMy Profile

  2. Adrienne, you are so right. Very often we focus on activities that really get us no where. At the end of the day if you can say you produced something that will lead to revenue, you have done well. Thanks for adding to the conversation.
    Suzanne Muusers recently posted..Financial Advisor Marketing Ideas: Create a Client Call ListMy Profile

  3. Aayna says:

    Hi Suzanne,
    Finance is all about prioritizing, so is the schedule of a financial advisor. The weekly schedule provided in the post is fundamentally true and covers each and every aspect of the advisor’s profession. Thanks for the share.