Financial Advisor Time Blocking to Boost Productivity

time blocking equals freedom

I often write about financial advisors who are not working productively. They allow the pressures of the day to take them off task. They run around willy-nilly without any real order to their day. It’s no wonder then that they don’t get much done, let alone make time for proactively managing their business.

Could you benefit from time blocking?

If this sounds like you, then you could benefit from time blocking to get things done. Time blocking provides two benefits. It gives a visual reminder on your digital calendar that you must work on specific activities. What happens when you are reminded about accomplishing a task? You tend to do it! The second benefit is that you tend to NOT schedule other tasks during this time, which allows you to work on your business goals.

Aha Moment: A time-blocked 35-hour workweek yields better results than a 55-hour workweek with no structure

Think of time blocking this way: when you are working with a model workweek designed specifically for financial advisor tasks, you can accomplish in a 35-hour workweek, the same if not more than you would in a 55-hour, unorganized workweek. This means you can significantly cut down on work tasks that bring you no benefit AND YOU CAN GO HOME EARLY.

Financial Advisor Productivity Resources:

Below I have listed a few blog posts pertaining to the topic of productivity, model workweek, and other time management success tips. My hope is that you read each and every one of these topics so that you can get a handle on your time.

The Best Financial Advisor Schedule – What kind of days should you have in your week? Not every day is the same! To be organized and productive, create three types of workdays.

The Early Bird Gets the Worm – Get to Work Before 8am – When you are focused on a sales or prospecting goal, the best thing you can do is get to work early enough to accomplish much bigger objectives.

How Busy Are You? Overcoming Overwhelm in the Investment Management Business – What are some of the key reasons for you to be avoiding doing your work? Are you simply doing tasks that someone else should be doing?

Quit Doing That! 19 Bad Habits Financial Advisors Can Banish – Are you slacking off? Are you giving your business the attention it deserves? If you have any of these bad habits, you need to address them so that you can focus on being the best financial advisor you can be!

5 Things You Can Do in 10 Minutes Daily That Will Move your Practice Forward – If you don’t know the specifics of what you should be doing daily, this is a good reminder of how to get into productivity and what you should be focusing on.


So that’s 5 articles that can help you organize your day, get rid of bad habits, face the key reasons you’re not doing anything about getting organized, and create a system to achieve your goals.

If you’re ready to get motivated and achieve more than you ever have before, request a consultation! 

About Suzanne Muusers