The typical day in the life of an elite advisor may be chock-full of appointments with clients, strategic alliance partners, staff members and speaking engagements with your target groups. With so many things to do and such little time to get them accomplished, advisors often overlook business-building measures like prompt referral follow-ups and maintenance tasks like contacting clients for birthdays and anniversaries.

Leading advisors are spending less than 2% of their time prospecting, according to Advisor Impact, a leading research firm. So how do you handle the need to fight off the competition, find new affluent clients and balance an overcrowded schedule?

The answer doesn