NLBM Staffed Practice Calendar

Carly Karpovage

January 2022

Sun Mon Tue Wed Thu Fri Sat
1
  • Family Wealth Planning Session 3
2
3
  • Workout
  • Marketing Outreach/Social Media Engagement
  • Financial + Metrics Review (important)
  • Marketing strategy & implementation
  • Marketing Outreach/Social Media Engagement
  • Urgent items from prior week (urgent)
  • Forum Time (urgent & important)
4
  • BNI Networking Event (important)
  • Intake/Inquiry correspondence
  • Marketing Outreach/Social Media Engagement
  • Marketing Outreach/Social Media Engagement
  • Enter Plan Data 1
  • Advanced Estate Planning Call (important)
  • Enter Plan Data 2
  • Enter Plan Data 3
5
  • Workout
  • Marketing Outreach/Social Media Engagement
  • Family Wealth Planning Session 4
  • Marketing Call (urgent & important)
  • Networking follow-up (urgent)
  • Marketing Outreach/Social Media Engagement
6
  • Marketing Outreach/Social Media Engagement
  • Marketing Event Follow-up
  • Marketing Outreach/Social Media Engagement
  • Family Wealth Planning Session 5
7
  • Workout
  • Marketing Outreach/Social Media Engagement
  • Prospective client correspondence (important)
  • Marketing Outreach/Social Media Engagement
  • Marketing Event
8
9
10
  • Workout
  • Marketing Outreach/Social Media Engagement
  • Financial + Metrics Review (important)
  • Marketing strategy & implementation
  • Marketing Outreach/Social Media Engagement
  • Urgent items from prior week (urgent)
  • Forum Time (urgent & important)
11
  • BNI Networking Event (important)
  • Intake/Inquiry correspondence
  • Marketing Outreach/Social Media Engagement
  • Enter Plan Data 4
  • Marketing Outreach/Social Media Engagement
  • Enter Plan Data 5
12
  • Workout
  • Marketing Outreach/Social Media Engagement
  • Family Wealth Planning Session 6
  • Money & Mindset Call
  • Networking follow-up (urgent)
  • Marketing Outreach/Social Media Engagement
13
  • Marketing Outreach/Social Media Engagement
  • Marketing Event Follow-up
  • Marketing Outreach/Social Media Engagement
  • Family Wealth Planning Session 7
14
  • Workout
  • Marketing Outreach/Social Media Engagement
  • Prospective client correspondence (important)
  • Marketing Outreach/Social Media Engagement
  • Marketing Event
15
  • Family Wealth Planning Session 8
16
17
  • Workout
  • Marketing Outreach/Social Media Engagement
  • Financial + Metrics Review (important)
  • Marketing strategy & implementation
  • Marketing Outreach/Social Media Engagement
  • Urgent items from prior week (urgent)
  • Forum Time (urgent & important)
18
  • BNI Networking Event (important)
  • Intake/Inquiry correspondence
  • Marketing Outreach/Social Media Engagement
  • Enter Plan Data 6
  • Marketing Outreach/Social Media Engagement
  • Enter Plan Data 7
  • Enter Plan Data 8
19
  • Workout
  • Marketing Outreach/Social Media Engagement
  • Communication Skills Call
  • Networking follow-up (urgent)
  • Marketing Outreach/Social Media Engagement
20
  • Marketing Outreach/Social Media Engagement
  • Marketing Event Follow-up
  • Mastering Client Engagement Call
  • Marketing Outreach/Social Media Engagement
  • Member Only Coaching
  • Family Wealth Planning Session 9
21
  • Workout
  • Marketing Outreach/Social Media Engagement
  • Family Wealth Planning Session 10
  • Prospective client correspondence (important)
  • Marketing Outreach/Social Media Engagement
  • Marketing Event
22
23
24
  • Workout
  • Marketing Outreach/Social Media Engagement
  • Financial + Metrics Review (important)
  • Marketing strategy & implementation
  • Marketing Outreach/Social Media Engagement
  • Urgent items from prior week (urgent)
  • Forum Time (urgent & important)
25
  • BNI Networking Event (important)
  • Intake/Inquiry correspondence
  • Marketing Outreach/Social Media Engagement
  • Enter Plan Data 9
  • LBSC Coaching (urgent & important)
  • Enter Plan Data 10
  • Marketing Outreach/Social Media Engagement
26
  • Workout
  • Marketing Outreach/Social Media Engagement
  • Networking follow-up (urgent)
  • Marketing Outreach/Social Media Engagement
27
  • Marketing Outreach/Social Media Engagement
  • Marketing Event Follow-up
  • Marketing Outreach/Social Media Engagement
28
  • Workout
  • Marketing Outreach/Social Media Engagement
  • Continuing Education (optional)
  • Marketing Outreach/Social Media Engagement
  • Prospective client correspondence (important)
  • Marketing Event
29
  • Family Wealth Planning Session 11
30
31
  • Workout
  • Marketing Outreach/Social Media Engagement
  • Financial + Metrics Review (important)
  • Marketing strategy & implementation
  • Marketing Outreach/Social Media Engagement
  • Urgent items from prior week (urgent)
  • Forum Time (urgent & important)