The Solo Advisor Schedule That Actually Scales: Steal Jessica's Workflow

Описание: Running a one-person firm and wondering how on earth you’re supposed to grow without working nights, weekends, and every 15-minute slot you accidentally leave open?

XYPN member Jessica Goedtel, CFP®, EA, Founder of Pavilion Financial Planning breaks down the high-structure, low-stress workflow she’s built to serve without burning out or losing her voice in the chaos.

What You’ll Learn:

How she organizes her quarterly meeting cadence to stay proactive and centered.
How her weekly theme blocks reduce context switching and mental clutter.
How her daily routines protect focus time and keep mornings intentional.
How she limits planning calls so they don’t sprawl across her calendar.
She relies on workflows to maintain consistency and scalability.

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