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Financial Advisor Business Coaching – Create A Client Off Week

Seems to me, as this is a coaching off week, I should make every Thanksgiving Week an off week from coaching to provide us with time to work on business development and planning.

I work one week on and one week off from clients to enable me to work on our business and in our business.

Given that the book is truly complete as it was sent to the printers this morning, I’m not too sure about how much business development and planning will get done this week. I’m feeling like I need a bloody good rest after working every spare moment including most weekends since May to complete the book.

Then again, there are some not too heavy work things to do which includes the following;

• Liaison with Printer
• Clean Up Loose Ends with Book Production Manager
• Complete Key Word Research for New Web Site
• Write October E-Newsletter
• Plan Tradeshow Booth for IFB Toronto

• Write a Reinvention List ( of all the things that I want to do both personally and in business now that the book is finally done – some of these include )
o Re-Visit Vision, Business Plan and Financial Goals ( now that book is done )
o Clean Up Office ( after the book and being on the road 50% of the time in September )
o Purchase Two New Laptop Computers
o Exercise
o Replace Dress Shirts
o Research a Life Cycle & Treadmill
o Yearly Medical