Is the advisor weekly rhythm template free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Project template for financial advisors

Advisor weekly rhythm template with every task back on the list when it's due

The repeating week: planning, prospecting blocks, follow-ups, admin, and the Friday count.

5 sections
13 tasks
Opens as a list
Repeats on its own

Weekly rhythm

Monday

Plan the week: appointments, cases to chase, targetsEvery Monday 8:30High
Check every case in underwritingEvery Monday 9:00

Every day

Prospecting blockEvery workday 10:00High
Follow-up block: replies, chases, thank-yousEvery workday 16:30
Log today's activitiesEvery workday 18:00

Wednesday

Servicing afternoon: reviews, claims, changesEvery Wednesday 14:00

Friday

Submission check: what went in this week, what is stuckEvery Friday 15:00
The count: calls, appointments, cases, premiumEvery Friday 16:30
Weekly reflectionEvery Friday 17:00
Book next week's appointments before you leaveEvery Friday 17:15

Monthly

Review the pipeline board and close out dead casesEvery 1st of the month
Log CPD hoursEvery 1st of the month
Pick this month's ten review clientsEvery 1st of the month

About this template

A good advisor week looks the same every week. This project is that week as repeating tasks: Monday planning, daily prospecting and follow-up blocks, a servicing afternoon, the submission check and a Friday count you write in your reflection.

Tips from the template

Apply it once. Every task repeats.
Move the blocks to the hours that suit you, then leave them alone.
The Friday count feeds your weekly reflection.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Advisor weekly rhythm and open it. You see every section and task before anything is added.
3Check the name the new project gets, and change it if you like.
4Press Use template. Rename the project, then work down the list.

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Questions

Run it with the dates filled in.

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