Find Your Rhythm - Implementing Your Own Annual Practice Cadence-Recording-Annual Practice Cadence

Video Transcription

Video Summary

In this video, Arlene Moss, an executive business coach at XY Planning Network, presents a session on creating a practice management workflow for financial advisors. She emphasizes the importance of taking time off, setting boundaries with clients, and documenting workflows to improve efficiency and ensure consistency. Arlene encourages attendees to create a visual representation of their year, assigning tasks and responsibilities to specific months. She also provides recommendations for using CRM and scheduling software to manage workflows effectively. Overall, Arlene's session focuses on helping financial advisors optimize their practice management processes to create a more balanced and productive work environment.

Keywords

practice management workflow

financial advisors

efficiency

consistency

visual representation

CRM

scheduling software