Routine template for financial advisors
Weekly admin routine for financial advisors that reminds you when each one is due
Submissions checked, the diary planned, CPD logged, one product studied a week.
- 6 routines
- 3 at a set time
- Reminders when they are due
Advisor admin and learning
Days and times are the pack's own. Change any of them after you add it.
- Plan the weekEvery Mon at 8:30
- Submission and underwriting checkEvery Mon and Thu at 9:00
- Weekly reflectionEvery Fri at 17:00
- One hour on one productOnce a week
- Log CPD hoursEvery month on the 28th
- Expense claims filedEvery month on the 25th
About this pack
The routines that nobody chases you for until they cost you: the submission check, Monday planning, the reflection, CPD hours, and one hour a week on a product you should know better.
How to use it in ActivityTracker
- 1Open Routines and press Packs.
- 2Find Advisor admin and learning and open it. Every routine is ticked, with its day and time.
- 3Untick any you don't want. A routine you already have is shown, and it isn't added twice.
- 4Press Add. Each one reminds you on WhatsApp or Telegram when it is due, until you tick it off.
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6 routines
Questions
Get a nudge when each one is due.
Book a walkthrough to see the routines in the app.