On this 300th episode of Take Flight Weekly, I want to teach you one of the simplest, most effective habits for running your business like a professional: the weekly planning session. If you've ever wondered how elite-level entrepreneurs and advisors stay focused, consistent, and calm in the middle of chaos, it's not luck—it comes down to elite-level planning and staying in a rhythm of consistency. Their weeks are built by design.

The weekly planning session is your reset button, your opportunity to move from week to week proactively. It sets up each week to ensure that what you're doing each day aligns with your quarterly goals, annual goals, and your 3 Year Vision. Done right, it's the single most important 60 to 90 minutes of your week.

When you run a high-performance business, you can't wing it. No one is that good. A weekly planning session ensures you're grounded, focused, and prepared—moving seamlessly from week to week. Without it, you drift into reactive mode, chasing what's urgent instead of what's important. With it, you gain control of your calendar, energy, and your outcomes.

Best Practices for a Weekly Planning Session:

→ Create a recurring calendar invite. Choose the same time every week. Allow 60–90 minutes. Protect this block like a client meeting.

→ Review all correspondence from the previous week. Ask yourself: Did I miss an opportunity?

→ Review your previous week's calendar. Identify what worked, what didn't, and what needs follow-up.

→ Review your upcoming week. What events or meetings need preparation?

→ Review your CRM. Identify your "Next 10"—the retention and conversion process.

→ Identify one project that aligns with your quarterly goal.

→ Review your 3 Year Vision. See it. Feel it. Experience it in advance.

When you treat your weekly planning session as a non-negotiable, you'll find yourself more grounded, better prepared, with way fewer missed opportunities. You'll walk into Monday playing on offense without the anxiety of not being prepared.

Calculate the monetary value of the missed opportunities with your clients just in the last year. What's that number? $1M, $5M, $15M in production? What did you leave on the table?

Get out your calendar right now and schedule a recurring appointment with yourself for 60-90 minutes each week.

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