Stop having Monday morning meetings

I used to be a full blown reactionary Loan Officer. 

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Much of that came from not knowing what I need to do and when I need to do them. 

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Today, I am going to share with you a simple scheduling strategy that has helped me accomplish 10x more today in 35 hours weekly, than 70 hours weekly a few years ago. 

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Ultimately, we all want productive days that get us profitable results.

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By having more direction on your calendar, you will show up better for yourself, your team, your referral partners, your clients and most importantly: your loved ones. 

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My hope is you’ll learn how to have bursts, not burnouts. 

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The key is to block and batch the key activities that drive your results. 

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Empty time on your calendar gets filled with empty promises to yourself. 

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And if you were like me, I would fill empty time with busy work. 

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Now for the sake of time (pun intended), I am going to share some of the general fundamentals around self management (ahem, time management). 

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Your week should generally be structured as such:

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Sunday: Review and Preview

Monday: Sell and Steer

T-Thursday: Execute 

Friday: Fun Follow Up

Saturday: Chill 

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Let’s dive into the details: 

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Sundays: Review and Preview

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One of my favorite books of all time is Michael Maher’s “7 Levels of Communication” where he specifically talks about a “Sunday Night Ritual”. 

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It’s singlehandedly been one of the greatest time management tactics to impact my life. 

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Every Sunday night, I have a recurring one hour time block scheduled with myself for a quick “review and preview”. 

I review the week before to see how I performed for both myself, my family, and my business. 

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I preview (and plan) for the week ahead by ensuring the following basics are scheduled first:

• workouts 
• a golf lesson 
• date nights 
• family time 

Secondly, I plan and preview the following:

• daily themed phone prospecting (before 12pm)
• daily 1:1 face-to-face prospecting (1pm-2pm)
• daily 1:1 virtual homebuyer consults (3pm - 5pm)

Lastly, I fill in the gaps with the following:

• a weekly management meeting (Monday afternoon)
• a weekly pipeline meeting (Tuesdays morning)

All color coded and blocked off.

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I’ll also use this time to clean out all emails, draft delayed delivery emails, and prep for every phone power hour. 

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“The battle is won before the battle has begun” - Sun Tau

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Now, you’ll have a week by design and enter Mondays like a confident war general…

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Mondays: Sell & Steer

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I hate Monday morning meetings.

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Your team hates Monday morning meetings.

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Everybody hates Monday morning meetings. 

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Front load the first part of Mondays with selling B2B (biz-to-biz).

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Back load the second part of Mondays with your team H2H (human-to-human).

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Here’s what my Mondays look like:

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9am-1pm: Phone Prospecting (Realtors and Financial Advisors)

1pm - 2pm: Break 

2pm - 3pm: Team Training

3pm - 4pm: Management Meeting

4pm - 5pm: Open 

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The open time slot allows me to put out any fires, call people back, handle urgent consultations, etc.

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When I didn’t have a personal production or management team, I used Monday afternoons to structure loans and/or to have a mega Monday phone prospecting day (phone sell ALL day). 

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Tuesday to Thursday: Execute

This one is simple: hit your higher priority sales activities on these three days.

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Tuesday mornings start with a team pipeline meeting that is immediately followed with Tuesday Status calls (where you verbally update both Agent sides on loan status). 

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Again: STOP DOING PIPELINE MEETINGS ON MONDAYS (sorry, I’m not really yelling, just speaking loudly, lol). 

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Wednesdays: Pre-approval power hour 

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Thursdays: Database (w/ 7 day post closing calls) power hour

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And each of those three “middle” days have 1:1 face-to-face prospecting time at 1pm with scheduled loan consultations in 30 minute slots after 3pm. 

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Fridays: Fun Follow Ups

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Treat Friday mornings as extra runway on your tarmac. 

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Use this time to call people back and/or people you couldn’t get to. 

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Have a one hour time block on Friday mornings, but keep it open. 

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(I coach many of my producing and non-producing managers to use that time to recruit).

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Friday afternoons, after 1pm, it’s “me” time (cigar, golf lesson, etc.), and Friday afternoons typically have a high cancellation rate anyway. 

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Earn your Fridays. Enjoy your Fridays. 

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…and Saturdays: 

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Chill or invest 1-2 hours to work ON your business and 5 minutes reading these LO Launch Letters ;) 

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That’s it. 

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Simple. Scheduling. Strategy. 

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Repeated over many years. 

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If you’re interested in seeing a more detailed breakdown on my daily power hour themes, I got your back.

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DM me on Facebook with the words “Power Hour” and we’ll send you my one page playbook.

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Thanks for your time today reading this and promise me one thing:

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You’ll take action on this and take better care of you, so your family can get the best of you, not the rest of you. 

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LesssGO!

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Amir

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