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Financial Planning
   Financial Planning
Manage Your Time More Effectively
with a Model Week
By Teresa Riccobuono
February 12, 2013

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Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

Teresa Riccobuono

Have you already given up on your New Year’s resolutions?  Lacking the time to fit one more task on your calendar is one of the primary reasons resolutions don’t stick.

Many books and articles have been written about improving one’s time management.  The reality is, we cannot manage time.  The clock keeps ticking whether we want it to or not.  What we can manage is our activity.  Instead of time management, think activity management.

You have probably heard of the model week, which is sometimes called a static calendar.

Before you groan and say to yourself, “That just won’t work for me,” read on.  I promise you, this is a resolution worth keeping.

Having helped hundreds of professionals in the financial services industry create model weeks, I can tell you that the benefits far outweigh any negative preconceptions you have. 

I’ve heard all the excuses:

  • I can’t stick to some rigid plan.  My clients, staff or boss constantly interrupt me.
  • I never know what emergency I’m going to walk into in the morning.  How can I plan for that?
  • I’m not always in the mood to do a specific task, like write a financial plan.  What if I don’t feel like doing the task that my model week says I should be doing?
  • What if something takes longer than the time I have allocated to accomplish it?

Here is where the beauty of the model week comes in.  We all have hundreds of things that we could or should be doing.  Much of our mental capacity gets eaten up by trying to constantly reprioritize those activities. 

By creating an effective model week and making sure your important activities are included, you free up mental capacity. This helps you accomplish more instead of constantly reprioritizing and thinking about everything that isn’t getting done.

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