Welcome to Monday Morning Pep Talk, Episode 256! Today, we’re unlocking one of the most powerful habits you can add to your productivity toolbox in 2024: the weekly planning session. While many high achievers have a weekly review, few formalize it as a dedicated practice—and that’s where the transformation begins. This tool will help you win your week with intention, focus, and clarity, setting you up to stay aligned with your goals and make tangible progress.

Before diving in, I want to remind you of my purpose: to help you, the full-service, full-fee advisor, optimize your productivity and grow into the best version of yourself. Why? Happy Advisors Sell More Real Estate. My mission is to provide you with strategies for handling the daily challenges and opportunities that shape your business. So as we go through this, imagine we’re in a one-on-one coaching session—here to elevate your approach.

Here’s how to set up a weekly planning session that will revolutionize your productivity and help you “win the week”:

1. Set the Stage for Success – Choose a consistent time each weekend or Monday morning to plan. Find a quiet space, gather your calendar, to-do lists, and templates, and treat this time like an essential meeting with yourself.

2. Reflect on the Past Week – Look back at wins, challenges, and lessons. This helps you pinpoint what worked, where you can adjust, and what to prioritize. Check texts, DMs, and your calendar for anything missed.

3. Organize and Prioritize – A streamlined inbox and to-do list create clarity. Address urgent emails, sort tasks by priority, and clear out clutter. Use the two-minute rule to handle tasks quickly and keep momentum.

4. Set Key Weekly Priorities – With the previous week reviewed, identify specific, impactful goals. Think quality over quantity—focus on actions that align with your big-picture objectives and move you forward.

5. Time Blocking for Intentional Focus – Block out time for top priorities and group similar tasks to reduce distractions. Add buffer time for transitions and breaks to sustain energy throughout the day.

Finally, align your weekly plan with your three-year vision. Review your goals, blocks, and tasks to ensure each week supports your longer-term goals. This weekly planning isn’t just setting up your week—it’s crafting the path that leads you closer to your vision.

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