NLBM Solo Practice Calendar

Ali Katz

July 2025

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