My Calendar System for Financial Advisors

 

Since Memorial Day has now come and gone, I thought this would be a great opportunity to talk to you guys about how I helped my coaching clients set up a calendar system to organize their year.

Inside our Magellan Network, we divide the year into three different periods and we consider Memorial Day as the start of “Period 2”. In this episode, I’ll walk you through these three periods and unpack each to discover the uniqueness inside of them.

I also talked about the following:

  • (05:14) What we should be doing is Q1
  • (07:12) The difference between tactical, strategic, and renewal time
  • (07:58) The two things to focus on during period 2
  • (13:44) Why the concept of personal and professional balance can be misleading
  • (15:53) How a strategic calendar works

Related: Why I Had To Bet on Myself