Sort The Advice Queue By Urgency And Importance
Sort client work into do, schedule, delegate, and delete lanes.
Place each item in the Eisenhower bucket that should drive the next action. Do now: urgent and important Schedule: important not urgent Delegate: urgent not adviser-critical Delete or defer: low value Approve a same-day wire for a home closing after identity verification is complete Draft the annual investment policy review for a household meeting next month Provide a generic quote for the monthly market newsletter by noon Reformat a dashboard color preference that does not affect client decisions Confirm funds for a private-market capital call due tomorrow Plan a beneficiary review before the client updates estate documents in six weeks…
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