New-year exercise · 2027

Design your ideal week

New-year exercise · 2027

Design your ideal week

Before the calendar fills itself, decide where your 40 hours should go. Block a Monday-to-Friday, 9-to-5 week the way you would run it if every hour went to the work that grows the practice.

1Choose an activity from the color-coded list.
2Click or drag across the grid to block that time.
3Check your totals against the suggested mix, then adjust.

Your ideal week

Each block is 30 minutes. A sample week is loaded so you can see how it works.

Advisor name

0%of your week on the five priority activities. Aim for 80% or more.

Activity	Your hours	Suggested	Check

Where your time should go

The suggested mix puts about 33 of 40 hours on five priorities. Adjust the numbers to your practice stage; a newer advisor may push prospecting higher.

Keep these to about 7 hours

Schedule priority blocks first. Secondary work fits around them, not the other way around.
Batch admin and email into one or two set blocks a day.
Hand off service requests to your team wherever you can.
Treat a prospecting block like a client appointment: it doesn't move.

Before you commit

Your notes save with your week.

Which block is non-negotiable, no matter what comes up? What takes your time today that you could delegate, batch or drop? How many new prospect conversations a week does this schedule produce? What would make you abandon this plan in March, and how will you prevent it?