- Build a 12-month service calendar that includes onboarding, reviews, touchpoints, gifting, and reporting.
- Automate confirmations, prep emails, and follow-ups with your CRM.
- Delegate follow-up workflows to your team with built-in checklists.
Why it matters: Consistency builds trust. And trust creates loyalty and referrals.
5. Energy Management (Your Productivity Engine)
Burnout is the silent killer of advisory excellence. Top advisors aren’t just productive—they’re energized, intentional, and present.
How to Do It:
- Treat sleep, movement, and nutrition as performance strategies—not side quests.
- Design your calendar around your energy rhythms: dedicate deep work to the morning and reserve the afternoon for administrative tasks.
- Take one “strategic recovery day” per month. No meetings. Just thinking, planning, and recharging.
Why it matters: Your presence is your product. Protect it at all costs. Give yourself all of the energy you need to perform in the coming months.
Bonus: The Weekly Review Ritual
Every high-performing advisor I coach has a version of this. It’s how they reset, refocus, and realign—every single week with the focus on practice value, revenue, growth, retention, delegation, client experience, and productivity.
