Financial Services, Speaker and Coach

Today I received an email from a financial advisor who is a coaching client. A portion of the email read as follows:

“Mike; I am working on a schedule for my assistant for blocking time and activities.  What are your thoughts on the subject…?  Thanks.”

This was my reply:

For a start, book appointments – as many as possible – on Tuesday through Thursday. Mondays would be for staff review, planning, and case preparation. Fridays would be for finishing the week, planning the coming week, and cleanup of messes.

An example of the client meeting times on Tuesday, Wednesday, and Thursday would be as follows:

8:30 – 9:30
9:45 – 10:45
11:00 – 12:00
1:30 – 2:30
2:45 – 3:45
4:00 – 5:00

Does this mean you wouldn’t see a client on Monday or Friday, or for breakfast, lunch, or dinner, or possibly an evening or Saturday appointment? OF COURSE NOT! However, MOST clients can be guided to one of these time slots. Furthermore, I suggest that unless you plan to work Saturday, don’t schedule an appointment after 11:00 AM on Friday. This allows you to finish early – and let your staff catch up – from the busy and productive week.
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Please feel free to send me your thoughts on time blocking and scheduling appointments.

Good selling!