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Category: Leads · 4 min read

7 Ideas to Keep Your Calendar Filled Every Week

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on May 2, 2019

author profile photo

on May 2, 2019

Someone filling out their calendar

How does your calendar look this week? Is it full, or do you have some open areas? Sometimes, it can depend on the day. But the overall goal is to keep your calendar filled with appointments and meetings, right? You want to fill your day with talking to prospects and clients and helping them with their retirement strategy.  

Sometimes, there are days when you have more time, and your calendar isn’t as busy. What do you do? Here’s an option: fill it back up with time-focused initiatives that can help you accomplish your goals. 

If you want to keep yourself productive and focused, try out these seven ideas. 

 

1. Schedule Time for Prospecting 

When do you prospect? For some, this comes naturally. For others, it’s not so easy. Scheduling intentional time to prospect and brainstorming new ways to prospect can help you keep focused on growing your client base and getting new business sent your way.  

As you prospect, it’s also helpful to write down or keep track of what you did to remind your future self. Track who you reached out to, when you reached out to them, and how you reached out to them. A customer relationship management (CRM) software can help you do this and keep your data organized and up to date.  

Scheduling intentional time to prospect and brainstorming new ways to prospect can help you keep focused on growing your client base and getting new business sent your way.

2. Schedule Time for Getting Things Done 

Running a business means that sometimes you have to tackle the administrative tasks. You know, the non-business generating stuff. But it has to get done at some point. So, why not put it on your calendar and knock it out? Even though this may feel like menial work, it’s still important and necessary. Plus, once you’re done, you get the satisfaction of being organized and in control of your business operations.  

It may sound counter-intuitive, but sometimes working remotely for half the day, either at home or at some place like a coffee shop, can help you focus and stay on task long enough to get done what you need to.  

 

3. Schedule Lunch 

How often do you go out for lunch? And how often do you put lunch on your calendar? It can be easy to skip lunch, or go grab something whenever you have time, but another way to keep your calendar full is to intentionally schedule your lunches and make time to leave. Sometimes your brain needs a break, and having that scheduled time to get a change of scenery and eat is a good way to refresh and regroup.  

Another way to make good use out of your lunch time is to meet up with friends, colleagues, or mentors. Lunch is always a good opportunity to network and maintain the relationships that are important to you. However you spend your lunch, the important part is that you’re getting a breather and investing in yourself. 

 

4. Schedule Downtime 

Along the same lines as scheduling lunch, you should also schedule downtime every now and then. Many successful people, such as Bill Gates, adhere to making time for downtime every day, to think, strategize, or learn.  

Downtime doesn’t mean you aren’t doing anything, but it does mean you’re taking a break from your usual daily tasks and taking the time to reflect and think through things. This can be beneficial for your mental health, and keep you energized (especially in the afternoon). Some examples of downtime include: taking a walk, reading, watching training videos, taking an online course, exercising, or reflecting.  

Downtime doesn’t mean you aren’t doing anything, but it does mean you’re taking a break from your usual daily tasks and taking the time to reflect and think through things.

5. Schedule Networking Events 

Once you’ve given yourself some personal time, consider putting some networking events on your calendar. Choose events that your ideal prospects and clients will be attending, or events where key community leaders or contributors are present. The goal is to meet new people and make them aware of your business and the services you offer, and get better connected with the people in your city. 

 

6. Schedule Volunteer Activities 

Another networking opportunity, and a great use of your free time, is volunteering. Getting involved and giving back to your community is always a good thing to do, and it may even help your overall mood and well-being. So, find a cause or organization that you’d like to get involved with, and see how you can donate your time and help.  

 

7. Schedule More Marketing Tactics 

Need to intentionally focus on your marketing efforts? Then build out the time to schedule and create more marketing content and strategies. This might mean tweaking your advertisements, boosting one of your social media posts, writing a blog, sending out an email to your current prospects and clients, or any other marketing materials you have and want to promote.  

Whatever you decide to do with your schedule, make sure it’s something you want to spend time doing. It’s your schedule, so fill it up with things you enjoy doing on a daily basis. Be productive, be focused, and be successful, and let your calendar help you do just that.  

 

For Financial Professional use only, not for use with the general public. #19-0280-042520 

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Written By

Mark Williams

President and CEO

Mark Williams is the President/CEO of Brokers International. Over his more than 25 years of financial services experience, Mark has been both a producing independent agent in the field and a home office leader consulting to agencies and field marketing organizations. Currently, Mark is focused on the future of the insurance industry, from the disruptions of InsurTech and robo-advisors to the changing demographics and needs of customers. He also is an avid mentor, helping financial professionals navigate the industry.

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