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1
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■ Binder Delivery Meeting 2
Binder Delivery Meeting 2
When: September 1, 2023 12:00 pm - 1:00 pm
Where:
Description:
See more details
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■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: September 1, 2023 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: September 1, 2023 5:00 pm - 8:00 pm
Where:
Description: Description:Examples:
-Presentations
-Expos
-Networking events
See more details
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2
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■ Post-Engagement Processing
Post-Engagement Processing
When: September 2, 2023 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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■ Binder Delivery Meeting 3
Binder Delivery Meeting 3
When: September 2, 2023 2:00 pm - 3:00 pm
Where:
Description:
See more details
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3
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4
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■ Marketing strategy & implementation
Marketing strategy & implementation
When: September 4, 2023 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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■ Send Out Weekly Newsletter
Send Out Weekly Newsletter
When: September 4, 2023 12:00 pm - 1:00 pm
Where:
Description:
See more details
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■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: September 4, 2023 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: September 4, 2023 5:00 pm - 6:00 pm
Where:
Description:
See more details
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5
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■ Print/Bind Plans + Diagrams 14 & 15
Print/Bind Plans + Diagrams 14 & 15
When: September 5, 2023 12:00 pm - 2:00 pm
Where:
Description:
See more details
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■ Prep Binders for Delivery 4 & 5
Prep Binders for Delivery 4 & 5
When: September 5, 2023 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]
See more details
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■ Call Clients 19 & 20 re CIMIs/Inventories
Call Clients 19 & 20 re CIMIs/Inventories
When: September 5, 2023 5:00 pm - 7:00 pm
Where:
Description: To confirm if any changes/no changes.
See more details
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6
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■ Post-Engagement Processing
Post-Engagement Processing
When: September 6, 2023 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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■ Post-Binder Delivery
Post-Binder Delivery
When: September 6, 2023 2:00 pm - 3:00 pm
Where:
Description: Send funding follow up letters, updated Family Wealth Inventory with highlighting where items are not verified as funded, send cake or other gift of food, send survey. Review plan every 3 years or once a year if on membership/maintenance. See Client Retention System for details.
See more details
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■ Signing Meeting 14
Signing Meeting 14
When: September 6, 2023 4:00 pm - 5:00 pm
Where:
Description:
See more details
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■ Post-Signing Processing
Post-Signing Processing
When: September 6, 2023 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 15
Signing Meeting 15
When: September 6, 2023 6:00 pm - 7:00 pm
Where:
Description:
See more details
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■ Post-Signing Processing
Post-Signing Processing
When: September 6, 2023 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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7
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■ Mail Out CIMIs/Inventories 21-23
Mail Out CIMIs/Inventories 21-23
When: September 7, 2023 2:00 pm - 4:00 pm
Where:
See more details
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■ Call Clients 21-23 Regarding CIMI/Inventory
Call Clients 21-23 Regarding CIMI/Inventory
When: September 7, 2023 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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■ Binder Delivery Meeting 4
Binder Delivery Meeting 4
When: September 7, 2023 5:00 pm - 6:00 pm
Where:
Description:
See more details
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■ Post-Engagement Processing
Post-Engagement Processing
When: September 7, 2023 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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8
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■ Binder Delivery Meeting 5
Binder Delivery Meeting 5
When: September 8, 2023 12:00 pm - 1:00 pm
Where:
Description:
See more details
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■ Team Training
Team Training
When: September 8, 2023 1:00 pm - 2:00 pm
Where:
Description:
See more details
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■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: September 8, 2023 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: September 8, 2023 5:00 pm - 8:00 pm
Where:
Description: Description:Examples:
-Presentations
-Expos
-Networking events
See more details
• • • •
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9
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10
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11
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■ Marketing strategy & implementation
Marketing strategy & implementation
When: September 11, 2023 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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■ Send Out Weekly Newsletter
Send Out Weekly Newsletter
When: September 11, 2023 12:00 pm - 1:00 pm
Where:
Description:
See more details
-
■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: September 11, 2023 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: September 11, 2023 5:00 pm - 6:00 pm
Where:
Description:
See more details
• • • •
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12
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■ Print/Bind Plans + Diagrams 16-18
Print/Bind Plans + Diagrams 16-18
When: September 12, 2023 12:00 pm - 3:00 pm
Where:
Description:
See more details
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■ Prep Binders for Delivery 6 & 7
Prep Binders for Delivery 6 & 7
When: September 12, 2023 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]
See more details
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■ Call Clients 21-23 re CIMIs/Inventories
Call Clients 21-23 re CIMIs/Inventories
When: September 12, 2023 5:00 pm - 7:00 pm
Where:
Description: To confirm if any changes/no changes.
See more details
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13
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■ Prep Binders for Delivery 8
Prep Binders for Delivery 8
When: September 13, 2023 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]
See more details
-
■ Post-Engagement Processing
Post-Engagement Processing
When: September 13, 2023 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
-
■ Post-Binder Delivery
Post-Binder Delivery
When: September 13, 2023 2:00 pm - 3:00 pm
Where:
Description: Send funding follow up letters, updated Family Wealth Inventory with highlighting where items are not verified as funded, send cake or other gift of food, send survey. Review plan every 3 years or once a year if on membership/maintenance. See Client Retention System for details.
See more details
-
■ Signing Meeting 16
Signing Meeting 16
When: September 13, 2023 4:00 pm - 5:00 pm
Where:
Description:
See more details
-
■ Post-Signing Processing
Post-Signing Processing
When: September 13, 2023 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 17
Signing Meeting 17
When: September 13, 2023 6:00 pm - 7:00 pm
Where:
Description:
See more details
-
■ Post-Signing Processing
Post-Signing Processing
When: September 13, 2023 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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14
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■ Signing Meeting 18
Signing Meeting 18
When: September 14, 2023 12:00 pm - 1:00 pm
Where:
Description:
See more details
-
■ Post-Signing Processing
Post-Signing Processing
When: September 14, 2023 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 24 & 25
Mail Out CIMIs/Inventories 24 & 25
When: September 14, 2023 2:00 pm - 4:00 pm
Where:
See more details
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■ Call Clients 24 & 25 Regarding CIMI/Inventory
Call Clients 24 & 25 Regarding CIMI/Inventory
When: September 14, 2023 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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■ Binder Delivery Meeting 6
Binder Delivery Meeting 6
When: September 14, 2023 5:00 pm - 6:00 pm
Where:
Description:
See more details
-
■ Post-Engagement Processing
Post-Engagement Processing
When: September 14, 2023 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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15
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■ Binder Delivery Meeting 7
Binder Delivery Meeting 7
When: September 15, 2023 12:00 pm - 1:00 pm
Where:
Description:
See more details
-
■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: September 15, 2023 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: September 15, 2023 5:00 pm - 8:00 pm
Where:
Description: Description:Examples:
-Presentations
-Expos
-Networking events
See more details
• • •
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16
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■ Post-Engagement Processing
Post-Engagement Processing
When: September 16, 2023 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
-
■ Binder Delivery Meeting 8
Binder Delivery Meeting 8
When: September 16, 2023 2:00 pm - 3:00 pm
Where:
Description:
See more details
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17
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18
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■ Marketing strategy & implementation
Marketing strategy & implementation
When: September 18, 2023 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
-
■ Send Out Weekly Newsletter
Send Out Weekly Newsletter
When: September 18, 2023 12:00 pm - 1:00 pm
Where:
Description:
See more details
-
■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: September 18, 2023 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: September 18, 2023 5:00 pm - 6:00 pm
Where:
Description:
See more details
• • • •
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19
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■ Print/Bind Plans + Diagrams 19 & 20
Print/Bind Plans + Diagrams 19 & 20
When: September 19, 2023 12:00 pm - 2:00 pm
Where:
Description:
See more details
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■ Prep Binders for Delivery 9 & 10
Prep Binders for Delivery 9 & 10
When: September 19, 2023 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]
See more details
-
■ Call Clients 24 & 25 re CIMIs/Inventories
Call Clients 24 & 25 re CIMIs/Inventories
When: September 19, 2023 5:00 pm - 7:00 pm
Where:
Description: To confirm if any changes/no changes.
See more details
• • •
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20
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■ Post-Binder Delivery
Post-Binder Delivery
When: September 20, 2023 2:00 pm - 3:00 pm
Where:
Description: Send funding follow up letters, updated Family Wealth Inventory with highlighting where items are not verified as funded, send cake or other gift of food, send survey. Review plan every 3 years or once a year if on membership/maintenance. See Client Retention System for details.
See more details
-
■ Signing Meeting 19
Signing Meeting 19
When: September 20, 2023 4:00 pm - 5:00 pm
Where:
Description:
See more details
-
■ Post-Signing Processing
Post-Signing Processing
When: September 20, 2023 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
-
■ Signing Meeting 20
Signing Meeting 20
When: September 20, 2023 6:00 pm - 7:00 pm
Where:
Description:
See more details
-
■ Post-Signing Processing
Post-Signing Processing
When: September 20, 2023 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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21
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■ Signing Meeting 3
Signing Meeting 3
When: September 21, 2023 12:00 pm - 1:00 pm
Where:
Description:
See more details
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■ Mail Out CIMIs/Inventories 1-3
Mail Out CIMIs/Inventories 1-3
When: September 21, 2023 2:00 pm - 4:00 pm
Where:
See more details
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■ Call Clients 1-3 Regarding CIMI/Inventory
Call Clients 1-3 Regarding CIMI/Inventory
When: September 21, 2023 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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■ Binder Delivery Meeting 9
Binder Delivery Meeting 9
When: September 21, 2023 5:00 pm - 6:00 pm
Where:
Description:
See more details
-
■ Post-Engagement Processing
Post-Engagement Processing
When: September 21, 2023 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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22
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■ Binder Delivery Meeting 10
Binder Delivery Meeting 10
When: September 22, 2023 12:00 pm - 1:00 pm
Where:
Description:
See more details
-
■ Post-Engagement Processing
Post-Engagement Processing
When: September 22, 2023 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
-
■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: September 22, 2023 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: September 22, 2023 5:00 pm - 8:00 pm
Where:
Description: Description:Examples:
-Presentations
-Expos
-Networking events
See more details
• • • •
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23
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24
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25
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■ Marketing strategy & implementation
Marketing strategy & implementation
When: September 25, 2023 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
-
■ Send Out Weekly Newsletter
Send Out Weekly Newsletter
When: September 25, 2023 12:00 pm - 1:00 pm
Where:
Description:
See more details
-
■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: September 25, 2023 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: September 25, 2023 5:00 pm - 6:00 pm
Where:
Description:
See more details
• • • •
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26
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■ CSD On-Boarding
CSD On-Boarding
When: September 26, 2023 12:00 pm - 4:00 pm
Where:
Description:
See more details
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■ Prep Binders for Delivery 11 & 12
Prep Binders for Delivery 11 & 12
When: September 26, 2023 4:00 pm - 6:00 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]
See more details
-
■ Call Clients 1-3 re CIMIs/Inventories
Call Clients 1-3 re CIMIs/Inventories
When: September 26, 2023 6:00 pm - 8:00 pm
Where:
Description: To confirm if any changes/no changes.
See more details
• • •
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27
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■ Print/Bind Plans + Diagrams 21-23
Print/Bind Plans + Diagrams 21-23
When: September 27, 2023 12:00 pm - 3:00 pm
Where:
Description:
See more details
-
■ Post-Engagement Processing
Post-Engagement Processing
When: September 27, 2023 3:00 pm - 4:00 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: September 27, 2023 4:00 pm - 5:00 pm
Where:
Description:
See more details
-
■ Networking follow-up (urgent)
Networking follow-up (urgent)
When: September 27, 2023 6:00 pm - 7:00 pm
Where:
Description:
See more details
• • • •
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28
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■ CSD On-Boarding
CSD On-Boarding
When: September 28, 2023 12:00 pm - 4:00 pm
Where:
Description:
See more details
-
■ Post-Engagement Processing
Post-Engagement Processing
When: September 28, 2023 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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29
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■ Intake/Inquiry correspondence
Intake/Inquiry correspondence
When: September 29, 2023 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: September 29, 2023 5:00 pm - 8:00 pm
Where:
Description: Description:Examples:
-Presentations
-Expos
-Networking events
See more details
• •
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30
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■ Post-Engagement Processing
Post-Engagement Processing
When: September 30, 2023 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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