Better, More Effective Scheduling When You Need It Most
Operating an effective and profitable practice requires communicating with clients and others - and that in-turn requires scheduling. Yet many professionals treat scheduling as an after-thought instead of using it as a strategic advantage for their practices. With even a moderate sized firm doing 300-400 returns annually with existing and new clients, a better scheduling process can increase how many clients you can service and make every day easier.
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Presented by David Radin ( / dradin )
Produced by Alicia Yoss & Alanna Regalbuto
Graphics By Flaticon.com and iStock
Music by Bensound.com
Education and Compliance By K2 Enterprises (https://k2e.com)
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Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
------------ Contents of this video --------------
00:00 - Intro
07:24 - What are a few examples of time management techniques?
09:33 - What three steps can you take to help reclaim your time?
11:22 - What is the math of meetings and the math of how you spend your time?
15:59 - What steps can you take to prioritize your time?
17:34 - How to relate Eisenhower's Matrix to your scheduling?
21:34 - How to prioritize your scheduling holistically?
25:20 - How to relate your scheduling to your different priorities?
27:23 - How to schedule your top-priority clients?
31:34 - How to schedule your mid-priority clients?
34:21 - How to schedule the rest of your clients?
36:34 - What do scheduling based on personas and circumstances mean?
43:21 - What questions should you ask yourself when examining your situation?
47:00 - Q & A