NLBM Staffed Practice Calendar

Carly Karpovage

August 2022

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