Libby Grywe · The Efficient Advisor: Tactical Business Advice for Financial Planners · 413: The Productivity Tool I Can’t Quit (Even With AI)
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Use a physical planner to funnel big goals into three quarterly priorities, three weekly priorities, then block the specific work onto the calendar
“We call it our mission and vision dashboard ... what is the goal of the company overall? What are your quarterly goals? What is your one, three, and five-year goals?”
“Give them a pre-visit agent that will pop up and they can ask questions like, what's the top three priorities in this store?”
“I suggest doing no more than three goal details for the quarter… I suggest picking only three that you'll be working on and directing your attention”
“If your priorities are you don’t work past 5pm because it’s family time… just leave it at that and say this is my policy.”
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