NLBM Solo Practice Calendar

Ali Katz

July 2024

SunMonTueWedThuFriSat
1
  • Workout
  • Financial + Metrics Review (important)
  • Send Out Weekly Newsletter (urgent & important)
  • Marketing strategy & implementation
  • Intake/Inquiry Correspondence
  • Urgent items from prior week
2
  • BNI Networking Event
  • Enter Plan Data for Engagement 1
  • Advanced Estate Planning Call (important)
  • Enter Plan Data for Engagement 2
  • Forum Time
  • Marketing Outreach/Social Media Engagement
3
  • Workout
  • Enter Plan Data for Engagement 3
  • Marketing Call (urgent & important)
  • Prepare CIMIs + Asset Inventories From Prior Week: Plans 1-3
  • Networking follow-up (urgent)
4
  • NLBM Resource Study Time
  • Family Wealth Planning Session 4
  • Post-Engagement Processing
  • Family Wealth Planning Session 5
  • Post-Engagement Processing
5
  • Workout
  • Mail Out CIMIs/Inventories 1-3
  • Call Clients 1-3 Regarding CIMI/Inventory
  • Team Training
  • Intake/Inquiry Correspondence
6
7
  • Weekly Timeblocking
8
  • Workout
  • Financial + Metrics Review (important)
  • Send Out Weekly Newsletter (urgent & important)
  • Marketing strategy & implementation
  • Intake/Inquiry Correspondence
  • Urgent items from prior week
9
  • BNI Networking Event
  • Call Clients 1-3 re CIMIs/Inventories
  • Enter Plan Data for Plan 4
  • Forum Time
  • Marketing Outreach/Social Media Engagement
  • Enter Plan Data for Plan 5
10
  • Workout
  • Finalize Drafting of Plans 1-3
  • Money & Mindset Call
  • Prepare CIMIs for Plans 4 and 5
  • Networking follow-up (urgent)
11
  • NLBM Resource Study Time
  • Live Law Success Coaching Call
12
  • Workout
  • Mail Out CIMI/Inventory for 4 & 5
  • Intake/Inquiry Correspondence
  • Expo with Speaking Opportunity
  • Call Clients 4 & 5 re CIMI/Inventory
13
14
  • Weekly Timeblocking
15
  • Workout
  • Financial + Metrics Review (important)
  • Send Out Weekly Newsletter (urgent & important)
  • Marketing strategy & implementation
  • Intake/Inquiry Correspondence
  • Urgent items from prior week
16
  • BNI Networking Event
  • Call to Confirm Tomorrow's Signings
  • Forum Time
  • Print/Bind Plans 1 & 2 + Diagrams
  • Expo Follow-Up
  • Marketing Outreach/Social Media Engagement
17
  • Workout
  • Communication Skills Call
  • Signing Ceremony 1
  • Post-Signing Processing
  • Signing Ceremony 2
  • Networking follow-up (urgent)
  • Post-Signing Processing
18
  • NLBM Resource Study Time
  • Mastering Client Engagement Call
  • Member Only Coaching
  • Finalize Drafting of Plans 4 & 5
  • Referral Meeting
19
  • Workout
  • Call to Confirm Tomorrow's Signing
  • Print/Bind Plan 3 + Diagram
  • Intake/Inquiry Correspondence
20
  • Signing Ceremony 3
  • Post-Signing Processing
21
  • Weekly Timeblocking
22
  • Workout
  • Financial + Metrics Review (important)
  • Send Out Weekly Newsletter (urgent & important)
  • Marketing strategy & implementation
  • Intake/Inquiry Correspondence
  • Urgent items from prior week
23
  • BNI Networking Event
  • Call to Confirm Tomorrow's Signings
  • Print/Bind Plans 4 & 5 and Create Diagrams
  • Enter Plan Data for Plan 4
  • LBSC Coaching
  • Call to Confirm Binder Delivery 1 & 2
  • Forum Time
  • Marketing Outreach/Social Media Engagement
24
  • Workout
  • Networking follow-up (urgent)
  • Signing Ceremony 4
  • Post-Signing Processing
  • Signing Ceremony 5
  • Post-Signing Processing
25
  • Family Wealth Planning Session 6
  • Post-Engagement Processing
  • Family Wealth Planning Session 7
  • Post-Engagement Processing
26
  • Workout
  • Continuing Education (optional)
  • Intake/Inquiry Correspondence
27
  • Family Wealth Planning Session 8
  • Post-Engagement Processing
28
  • Weekly Timeblocking
29
  • Workout
  • Financial + Metrics Review (important)
  • Send Out Weekly Newsletter (urgent & important)
  • Marketing strategy & implementation
  • Intake/Inquiry Correspondence
  • Urgent items from prior week
30
  • BNI Networking Event
  • Enter Plan Data for Engagement 6
  • LBSC Coaching Call
  • Advanced Estate Planning Call (important)
  • Enter Plan Data for Engagement 7
  • Forum Time
  • Marketing Outreach/Social Media Engagement
31
  • Workout
  • NLBM Resource Study Time
  • Enter Plan Data for Engagement 8
  • Prepare CIMIs + Asset Inventories From Prior Week: Plans 6-8
  • Networking follow-up (urgent)