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1
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■ Marketing strategy & implementation
Marketing strategy & implementation
When: August 1, 2022 2:00 pm - 4:00 pm
Where:
Description: This is the weekly time to think through an overall strategy to booking more FWPS and also finding education opportunities.
This time can include:
-Meetings with marketing support
-Contacting organizations or referral partners to set up presentations
-Preparing a week's worth of social media content
-Reviewing ads
-Creating content
See more details
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■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 1, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
See more details
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■ Send Out Weekly Newsletter
Send Out Weekly Newsletter
When: August 1, 2022 12:00 pm - 1:00 pm
Where:
Description:
See more details
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■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: August 1, 2022 4:00 pm - 5:00 pm
Where:
Description: This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD.
See more details
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■ Urgent items from prior week
Urgent items from prior week
When: August 1, 2022 5:00 pm - 6:00 pm
Where:
Description:
See more details
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2
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■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 2, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
See more details
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■ Print/Bind Plans + Diagrams 1-3
Print/Bind Plans + Diagrams 1-3
When: August 2, 2022 12:00 pm - 3:00 pm
Where:
Description:
See more details
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■ Call Clients 1-3 re CIMIs/Inventories
Call Clients 1-3 re CIMIs/Inventories
When: August 2, 2022 5:00 pm - 7:00 pm
Where:
Description: To confirm if any changes/no changes.
See more details
• • •
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3
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■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 3, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
See more details
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■ Post-Engagement Processing
Post-Engagement Processing
When: August 3, 2022 1:00 pm - 2:00 pm
Where:
Description: After the engagement meeting, you will review the design sheet + notes, identify any missing information, scan all documents into your client management system, process the payment and trigger automated email sequence that goes out to clients after engagement.
See more details
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■ Signing Meeting 1
Signing Meeting 1
When: August 3, 2022 4:00 pm - 5:00 pm
Where:
Description:
See more details
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■ Post-Signing Processing
Post-Signing Processing
When: August 3, 2022 5:00 pm - 5:30 pm
Where:
Description: Scan all signed documents + update asset spreadsheet + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting
See more details
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■ Signing Meeting 2
Signing Meeting 2
When: August 3, 2022 6:00 pm - 7:00 pm
Where:
Description:
See more details
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■ Post-Signing Processing
Post-Signing Processing
When: August 3, 2022 7:00 pm - 7:30 pm
Where:
Description: Scan all signed documents + update asset spreadsheet + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting
See more details
• • • • • •
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4
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■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 4, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
See more details
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■ Signing Meeting 3
Signing Meeting 3
When: August 4, 2022 12:00 pm - 1:00 pm
Where:
Description:
See more details
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■ Post-Signing Processing
Post-Signing Processing
When: August 4, 2022 1:00 pm - 1:30 pm
Where:
Description: Scan all sign documents + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting
See more details
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■ Mail Out CIMIs/Inventories 11
Mail Out CIMIs/Inventories 11
When: August 4, 2022 2:00 pm - 2:30 pm
Where:
See more details
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■ Call Clients 11 Regarding CIMI/Inventory
Call Clients 11 Regarding CIMI/Inventory
When: August 4, 2022 2:30 pm - 3:00 pm
Where:
Description: Call to let them know it's in their email/mailed and to call w any Qs upon receiving, but to let them know within 5 days if any changes.
See more details
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5
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■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 5, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
See more details
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■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: August 5, 2022 2:00 pm - 3:00 pm
Where:
Description: This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD.
See more details
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■ Marketing Event
Marketing Event
When: August 5, 2022 5:00 pm - 8:00 pm
Where:
Description: Description:Examples:
-Presentations
-Expos
-Networking events
See more details
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6
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7
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8
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■ Marketing strategy & implementation
Marketing strategy & implementation
When: August 8, 2022 2:00 pm - 4:00 pm
Where:
Description: This is the weekly time to think through an overall strategy to booking more FWPS and also finding education opportunities.
This time can include:
-Meetings with marketing support
-Contacting organizations or referral partners to set up presentations
-Preparing a week's worth of social media content
-Reviewing ads
-Creating content
See more details
-
■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 8, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
See more details
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■ Send Out Weekly Newsletter
Send Out Weekly Newsletter
When: August 8, 2022 12:00 pm - 1:00 pm
Where:
Description:
See more details
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■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: August 8, 2022 4:00 pm - 5:00 pm
Where:
Description: This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD.
See more details
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■ Urgent items from prior week
Urgent items from prior week
When: August 8, 2022 5:00 pm - 6:00 pm
Where:
Description:
See more details
• • • • •
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9
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■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 9, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
See more details
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■ Print/Bind Plans + Diagrams 4 & 5
Print/Bind Plans + Diagrams 4 & 5
When: August 9, 2022 12:00 pm - 2:00 pm
Where:
Description:
See more details
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■ Call Clients 11 re CIMIs/Inventories
Call Clients 11 re CIMIs/Inventories
When: August 9, 2022 5:00 pm - 5:30 pm
Where:
Description: To confirm if any changes/no changes.
See more details
• • •
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10
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■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 10, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
See more details
-
■ Post-Engagement Processing
Post-Engagement Processing
When: August 10, 2022 1:00 pm - 2:00 pm
Where:
Description: After the engagement meeting, you will review the design sheet + notes, identify any missing information, scan all documents into your client management system, process the payment and trigger automated email sequence that goes out to clients after engagement.
See more details
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■ Signing Meeting 4
Signing Meeting 4
When: August 10, 2022 4:00 pm - 5:00 pm
Where:
Description:
See more details
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■ Post-Signing Processing
Post-Signing Processing
When: August 10, 2022 5:00 pm - 5:30 pm
Where:
Description: Scan all signed documents + update asset spreadsheet + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting
See more details
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■ Signing Meeting 5
Signing Meeting 5
When: August 10, 2022 6:00 pm - 7:00 pm
Where:
Description:
See more details
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■ Post-Signing Processing
Post-Signing Processing
When: August 10, 2022 7:00 pm - 7:30 pm
Where:
Description: Scan all signed documents + update asset spreadsheet + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting
See more details
• • • • • •
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11
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■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 11, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
See more details
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■ Mail Out CIMIs/Inventories 12 &13
Mail Out CIMIs/Inventories 12 &13
When: August 11, 2022 2:00 pm - 4:00 pm
Where:
See more details
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■ Call Clients 12 & 13 Regarding CIMI/Inventory
Call Clients 12 & 13 Regarding CIMI/Inventory
When: August 11, 2022 4:00 pm - 5:00 pm
Where:
Description: Call to let them know it's in their email/mailed and to call w any Qs upon receiving, but to let them know within 5 days if any changes.
See more details
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■ Post-Engagement Processing
Post-Engagement Processing
When: August 11, 2022 7:00 pm - 8:00 pm
Where:
Description: After the engagement meeting, you will review the design sheet + notes, identify any missing information, scan all documents into your client management system, process the payment and trigger automated email sequence that goes out to clients after engagement.
See more details
• • • •
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12
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■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 12, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
See more details
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■ Team Training
Team Training
When: August 12, 2022 1:00 pm - 2:00 pm
Where:
Description:
See more details
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■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: August 12, 2022 2:00 pm - 3:00 pm
Where:
Description: This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD.
See more details
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■ Marketing Event
Marketing Event
When: August 12, 2022 5:00 pm - 8:00 pm
Where:
Description: Description:Examples:
-Presentations
-Expos
-Networking events
See more details
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13
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■ Post-Engagement Processing
Post-Engagement Processing
When: August 13, 2022 1:00 pm - 2:00 pm
Where:
Description: After the engagement meeting, you will review the design sheet + notes, identify any missing information, scan all documents into your client management system, process the payment and trigger automated email sequence that goes out to clients after engagement.
See more details
•
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14
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15
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■ Marketing strategy & implementation
Marketing strategy & implementation
When: August 15, 2022 2:00 pm - 4:00 pm
Where:
Description: This is the weekly time to think through an overall strategy to booking more FWPS and also finding education opportunities.
This time can include:
-Meetings with marketing support
-Contacting organizations or referral partners to set up presentations
-Preparing a week's worth of social media content
-Reviewing ads
-Creating content
See more details
-
■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 15, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
See more details
-
■ Send Out Weekly Newsletter
Send Out Weekly Newsletter
When: August 15, 2022 12:00 pm - 1:00 pm
Where:
Description:
See more details
-
■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: August 15, 2022 4:00 pm - 5:00 pm
Where:
Description: This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD.
See more details
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■ Urgent items from prior week
Urgent items from prior week
When: August 15, 2022 5:00 pm - 6:00 pm
Where:
Description:
See more details
• • • • •
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16
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■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 16, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
See more details
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■ Print/Bind Plans + Diagrams 6-8
Print/Bind Plans + Diagrams 6-8
When: August 16, 2022 12:00 pm - 3:00 pm
Where:
Description:
See more details
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■ Call Clients 12 & 13 re CIMIs/Inventories
Call Clients 12 & 13 re CIMIs/Inventories
When: August 16, 2022 5:00 pm - 7:00 pm
Where:
Description: To confirm if any changes/no changes.
See more details
• • •
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17
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■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 17, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
See more details
-
■ Post-Engagement Processing
Post-Engagement Processing
When: August 17, 2022 1:00 pm - 2:00 pm
Where:
Description: After the engagement meeting, you will review the design sheet + notes, identify any missing information, scan all documents into your client management system, process the payment and trigger automated email sequence that goes out to clients after engagement.
See more details
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■ Signing Meeting 6
Signing Meeting 6
When: August 17, 2022 4:00 pm - 5:00 pm
Where:
Description:
See more details
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■ Post-Signing Processing
Post-Signing Processing
When: August 17, 2022 5:00 pm - 5:30 pm
Where:
Description: Scan all signed documents + update asset spreadsheet + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting
See more details
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■ Signing Meeting 7
Signing Meeting 7
When: August 17, 2022 6:00 pm - 7:00 pm
Where:
Description:
See more details
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■ Post-Signing Processing
Post-Signing Processing
When: August 17, 2022 7:00 pm - 7:30 pm
Where:
Description: Scan all signed documents + update asset spreadsheet + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting
See more details
• • • • • •
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18
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■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 18, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
See more details
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■ Signing Meeting 8
Signing Meeting 8
When: August 18, 2022 12:00 pm - 1:00 pm
Where:
Description:
See more details
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■ Post-Signing Processing
Post-Signing Processing
When: August 18, 2022 1:00 pm - 1:30 pm
Where:
Description: Scan all sign documents + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting
See more details
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■ Mail Out CIMIs/Inventories 14-16
Mail Out CIMIs/Inventories 14-16
When: August 18, 2022 2:00 pm - 4:00 pm
Where:
See more details
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■ Call Clients 14-16 Regarding CIMI/Inventory
Call Clients 14-16 Regarding CIMI/Inventory
When: August 18, 2022 4:00 pm - 5:00 pm
Where:
Description: Call to let them know it's in their email/mailed and to call w any Qs upon receiving, but to let them know within 5 days if any changes.
See more details
-
■ Post-Engagement Processing
Post-Engagement Processing
When: August 18, 2022 7:00 pm - 8:00 pm
Where:
Description: After the engagement meeting, you will review the design sheet + notes, identify any missing information, scan all documents into your client management system, process the payment and trigger automated email sequence that goes out to clients after engagement.
See more details
• • • • • •
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19
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■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 19, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
See more details
-
■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: August 19, 2022 2:00 pm - 3:00 pm
Where:
Description: This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD.
See more details
-
■ Marketing Event
Marketing Event
When: August 19, 2022 5:00 pm - 8:00 pm
Where:
Description: Description:Examples:
-Presentations
-Expos
-Networking events
See more details
• • •
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20
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21
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22
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■ Marketing strategy & implementation
Marketing strategy & implementation
When: August 22, 2022 2:00 pm - 4:00 pm
Where:
Description: This is the weekly time to think through an overall strategy to booking more FWPS and also finding education opportunities.
This time can include:
-Meetings with marketing support
-Contacting organizations or referral partners to set up presentations
-Preparing a week's worth of social media content
-Reviewing ads
-Creating content
See more details
-
■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 22, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
See more details
-
■ Send Out Weekly Newsletter
Send Out Weekly Newsletter
When: August 22, 2022 12:00 pm - 1:00 pm
Where:
Description:
See more details
-
■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: August 22, 2022 4:00 pm - 5:00 pm
Where:
Description: This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD.
See more details
-
■ Urgent items from prior week
Urgent items from prior week
When: August 22, 2022 5:00 pm - 6:00 pm
Where:
Description:
See more details
• • • • •
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23
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■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 23, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
See more details
-
■ Print/Bind Plans + Diagrams 9 & 10
Print/Bind Plans + Diagrams 9 & 10
When: August 23, 2022 12:00 pm - 2:00 pm
Where:
Description:
See more details
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■ Call Clients 14-16 re CIMIs/Inventories
Call Clients 14-16 re CIMIs/Inventories
When: August 23, 2022 5:00 pm - 7:00 pm
Where:
Description: To confirm if any changes/no changes.
See more details
• • •
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24
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■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 24, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
See more details
-
■ Signing Meeting 9
Signing Meeting 9
When: August 24, 2022 4:00 pm - 5:00 pm
Where:
Description:
See more details
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■ Post-Signing Processing
Post-Signing Processing
When: August 24, 2022 5:00 pm - 5:30 pm
Where:
Description: Scan all signed documents + update asset spreadsheet + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting
See more details
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■ Signing Meeting 10
Signing Meeting 10
When: August 24, 2022 6:00 pm - 7:00 pm
Where:
Description:
See more details
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■ Post-Signing Processing
Post-Signing Processing
When: August 24, 2022 7:00 pm - 7:30 pm
Where:
Description: Scan all signed documents + update asset spreadsheet + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting
See more details
• • • • •
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25
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■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 25, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
See more details
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■ Mail Out CIMIs/Inventories 17 & 18
Mail Out CIMIs/Inventories 17 & 18
When: August 25, 2022 2:00 pm - 4:00 pm
Where:
See more details
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■ Call Clients 17 & 18 Regarding CIMI/Inventory
Call Clients 17 & 18 Regarding CIMI/Inventory
When: August 25, 2022 4:00 pm - 5:00 pm
Where:
Description: Call to let them know it's in their email/mailed and to call w any Qs upon receiving, but to let them know within 5 days if any changes.
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■ Post-Engagement Processing
Post-Engagement Processing
When: August 25, 2022 7:00 pm - 8:00 pm
Where:
Description: After the engagement meeting, you will review the design sheet + notes, identify any missing information, scan all documents into your client management system, process the payment and trigger automated email sequence that goes out to clients after engagement.
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26
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■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 26, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
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■ Post-Engagement Processing
Post-Engagement Processing
When: August 26, 2022 1:00 pm - 2:00 pm
Where:
Description: After the engagement meeting, you will review the design sheet + notes, identify any missing information, scan all documents into your client management system, process the payment and trigger automated email sequence that goes out to clients after engagement.
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■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: August 26, 2022 2:00 pm - 3:00 pm
Where:
Description: This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD.
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■ Marketing Event
Marketing Event
When: August 26, 2022 5:00 pm - 8:00 pm
Where:
Description: Description:Examples:
-Presentations
-Expos
-Networking events
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28
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29
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■ Marketing strategy & implementation
Marketing strategy & implementation
When: August 29, 2022 2:00 pm - 4:00 pm
Where:
Description: This is the weekly time to think through an overall strategy to booking more FWPS and also finding education opportunities.
This time can include:
-Meetings with marketing support
-Contacting organizations or referral partners to set up presentations
-Preparing a week's worth of social media content
-Reviewing ads
-Creating content
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■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 29, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
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■ Send Out Weekly Newsletter
Send Out Weekly Newsletter
When: August 29, 2022 12:00 pm - 1:00 pm
Where:
Description:
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■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: August 29, 2022 4:00 pm - 5:00 pm
Where:
Description: This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD.
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■ Urgent items from prior week
Urgent items from prior week
When: August 29, 2022 5:00 pm - 6:00 pm
Where:
Description:
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30
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■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 30, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
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■ Print/Bind Plans + Diagrams 11-13
Print/Bind Plans + Diagrams 11-13
When: August 30, 2022 12:00 pm - 3:00 pm
Where:
Description:
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■ Prep Binders for Delivery 1 & 2
Prep Binders for Delivery 1 & 2
When: August 30, 2022 3:00 pm - 5:00 pm
Where:
Description: Make sure:
- all docs are final and scanned,Â
- final asset spreadsheet is created and funding toolkit is updated,
- KPP is final,
- Fiduciary letters are done
- Family Wealth Legacy Interview questions have been sentÂ
- (if Wealth Plan [add 2 hours per plan to binder prep delivery for Wealth Plan]
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■ Call Clients 17 & 18 re CIMIs/Inventories
Call Clients 17 & 18 re CIMIs/Inventories
When: August 30, 2022 5:00 pm - 7:00 pm
Where:
Description: To confirm if any changes/no changes.
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31
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■ Return Phone Calls/Emails
Return Phone Calls/Emails
When: August 31, 2022 10:00 am - 11:30 am
Where:
Description: This is a time to return a phone call and emails from the following day.
This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office.
This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before.
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■ Prep Binders for Delivery 3
Prep Binders for Delivery 3
When: August 31, 2022 12:00 pm - 1:00 pm
Where:
Description: Make sure:
- all docs are final and scanned,Â
- final asset spreadsheet is created and funding toolkit is updated,
- KPP is final,
- Fiduciary letters are done
- Family Wealth Legacy Interview questions have been sentÂ
- (if Wealth Plan [add 2 hours per plan to binder prep delivery for Wealth Plan]
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■ Post-Engagement Processing
Post-Engagement Processing
When: August 31, 2022 1:00 pm - 2:00 pm
Where:
Description: After the engagement meeting, you will review the design sheet + notes, identify any missing information, scan all documents into your client management system, process the payment and trigger automated email sequence that goes out to clients after engagement.
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■ Signing Meeting 11
Signing Meeting 11
When: August 31, 2022 4:00 pm - 5:00 pm
Where:
Description:
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■ Post-Signing Processing
Post-Signing Processing
When: August 31, 2022 5:00 pm - 5:30 pm
Where:
Description: Scan all signed documents + update asset spreadsheet + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting
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■ Signing Meeting 12
Signing Meeting 12
When: August 31, 2022 6:00 pm - 7:00 pm
Where:
Description:
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■ Post-Signing Processing
Post-Signing Processing
When: August 31, 2022 7:00 pm - 7:30 pm
Where:
Description: Scan all signed documents + update asset spreadsheet + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting
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