Course Overview

Description: Effective scheduling can mean the difference between a smoothly running business operation and a logistical nightmare. This course presents best practices and tools to make your scheduling system work for you. 

Learning Objectives/Outcomes: After taking this course, you’ll be able to: 

  1. Describe the benefits of effective scheduling
  2. Defend your time against interruptions and inefficiencies
  3. Use your schedule as a tool to help you grow your business
  4. Be creative with your scheduling to find strategies that work for you


Intended Audience: Firm owners who are just beginning to schedule clients and want to ensure efficiency and scalability, as well as advisors with existing firms who want to schedule more effectively and maximize their time.