NLBM Staffed Practice Calendar CSD

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.

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

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.

Make sure:

• all docs are final and scanned, 
• final asset spreadsheet is created and funding toolkit is updated,
• KPP is final,
• Fiduciary letters are done
• Family Wealth Legacy Interview questions have been sent 
• (if Wealth Plan [add 2 hours per plan to binder prep delivery for Wealth Plan]

To confirm if any changes/no changes.

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.

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.

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

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

Send via mail + email

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.

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.

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.

Description:Examples:
-Presentations
-Expos
-Networking events

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

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.

Make sure:

• all docs are final and scanned, 
• final asset spreadsheet is created and funding toolkit is updated,
• KPP is final,
• Fiduciary letters are done
• Family Wealth Legacy Interview questions have been sent 
• (if Wealth Plan [add 2 hours per plan to binder prep delivery for Wealth Plan]

To confirm if any changes/no changes.

Make sure:

• all docs are final and scanned, 
• final asset spreadsheet is created and funding toolkit is updated,
• KPP is final,
• Fiduciary letters are done
• Family Wealth Legacy Interview questions have been sent 
• (if Wealth Plan [add 2 hours per plan to binder prep delivery for Wealth Plan]

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.

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.

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

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

Scan all sign documents + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting

Send via mail + email

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.

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.

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.

Description:Examples:
-Presentations
-Expos
-Networking events

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.

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

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.

Make sure:

• all docs are final and scanned, 
• final asset spreadsheet is created and funding toolkit is updated,
• KPP is final,
• Fiduciary letters are done
• Family Wealth Legacy Interview questions have been sent 
• (if Wealth Plan [add 2 hours per plan to binder prep delivery for Wealth Plan]

To confirm if any changes/no changes.

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.

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

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

Send via mail + email

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.

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.

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.

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.

Description:Examples:
-Presentations
-Expos
-Networking events

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

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.

Make sure:

• all docs are final and scanned, 
• final asset spreadsheet is created and funding toolkit is updated,
• KPP is final,
• Fiduciary letters are done
• Family Wealth Legacy Interview questions have been sent 
• (if Wealth Plan [add 2 hours per plan to binder prep delivery for Wealth Plan]

To confirm if any changes/no changes.

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.