The 30-Minute Weekly Reset That Helps Travel Advisors Stay Consistent and Profitable

If you’ve ever built a solid plan for your business, felt clear for a moment, and then watched the week take over… this is for you.

Because most advisors don’t struggle with planning. They struggle with translation.

They know what they want. They have goals. They even have a direction. But when Monday hits, the inbox fills up, client needs start stacking, and suddenly the plan becomes “I’ll get to that when things calm down.”

And we both know… things don’t really calm down.

That’s why I’m a big believer in a simple weekly ritual I call the Weekly CEO Reset. It’s not complicated. It doesn’t require a fancy planner. And it doesn’t take hours. It’s a 30-minute reset that turns good intentions into real progress because it forces you to lead your week instead of react to it.

Here’s the truth: your business doesn’t need more time. It needs a rhythm.

A rhythm that keeps you focused even when life is busy.

This reset has three parts: Review, Decide, and Block.

First: Review.
Before you plan anything new, you have to clear the open loops. This is where a lot of mental clutter comes from. Spend a few minutes scanning what’s already in motion: your calendar, your client files, your messages, the follow-ups you haven’t sent yet, and anything that’s sitting in your head taking up space. You’re not solving everything right now, you’re just identifying what’s open so you can stop carrying it mentally.

Next: Decide.
This is the CEO moment. You choose what actually matters this week. Not ten priorities. Not a long list. Just three outcomes that would make you feel like the week moved the business forward. The key is making sure those outcomes connect to the bigger direction you’re building, your quarterly focus, your systems, your revenue plan, your client experience. This is the step where you stop letting urgency dictate your priorities.

And then: Block.
This is where the reset turns into progress. If your priorities don’t show up on your calendar, they won’t happen. So you protect time for them before the week fills itself. Block your follow-up time. Block your client work time. Block one CEO block for something that builds the business: refining a process, cleaning up a template, working on a system, reviewing numbers, or planning next steps. You’re not adding more work, you’re protecting the work that actually changes your business.

If you want a simple structure, here’s what this can look like:

- A Follow-Up Block (because consistent follow-up creates consistent bookings)

- A Client Delivery Block (to stay ahead and reduce chaos)

- A CEO Block (systems, planning, finances, templates, process improvement)

- The first thing you’re doing next week

- Any follow-ups that must happen

 - What you’re intentionally not focusing on right now

Even one CEO block a week changes everything over time.

And here’s the part most people skip that makes this ritual really work: close the loop.
At the end of your reset, write down:

That last one is important. Because clarity isn’t just knowing what you’re doing, it’s also knowing what you’re not doing yet.

The Weekly CEO Reset is how you stay consistent without needing perfect weeks. It helps you move forward even when you’re busy. And it turns your business from something you’re constantly chasing into something you’re actually leading.

So here’s your challenge: try this once. Just once. Put 30 minutes on your calendar and run the reset. You’ll feel the difference immediately, not just in productivity, but in peace.

Plans become progress when you build a rhythm to support them.