Timeblocking

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Sep 26, 2008 11:10 am

Let's hear from some brokers how they timeblock their day.  Let us know what broker/dealer you're with or independent or whatever and how many years in the business.  If you think this a stupid question DON'T FRICKIN' ANSWER, I just don't want to hear about it.  Thanks.

Sep 26, 2008 12:04 pm

Asking for B/D information is stupid to begin with, so yeah, you just heard about it.

Sep 26, 2008 12:48 pm

From 8-4, I either see people, call people, or drop in to see people.  My intro/fact finding meetings are at 8am, 12pm, and 4pm.  My solution meetings and client reviews are at 9, 10:30, 1, and 2:30.  If I don't have a meeting during those times, I'm fighting like hell to set appointments for the following days.  After 4pm, it's paperwork time, return calls/emails, and get prepped for the next day.

 
I don't know why you feel we have to disclose who are B/D is.  As such, I will refrain. 
Sep 26, 2008 8:34 pm

I'm like Deekay, but for a shorter period of time and with less structure.  From 8-2, I see people or fight to see them. 

Sep 26, 2008 10:36 pm

I focus on business owners. I've found contact numbers are highest between 8:30 and 10:30, so that's when I make the initial calls and  book  appointments.

 
Callbacks are from 11:00 to noon. Appointments from 1-3:30, paperwork and case work after that.
 
Lately I've got a backlog of casework so haven't needed to make first calls for a while. Independent for 15 years, had a $21,000 day this week. When I'm not hating this business, I'm lovin it.
 
Stok