Routine template for financial advisors
Daily routine for financial advisors that reminds you when each one is due
The six routines a working week is built on: calls, follow-ups, appointments, practice, the pipeline, referrals.
- 6 routines
- 1 at a set time
- Reminders when they are due
Advisor basics
Days and times are the pack's own. Change any of them after you add it.
- Cold callsEvery dayA block of dials, every working day.
- Client follow-upsEvery day
- Book appointments5 times a week
- Roleplay practice2 times a week
- Pipeline reviewEvery Mon at 9:00
- Ask for referrals3 times a week
About this pack
The same six that used to sit behind the Ideas button. Daily calls and follow-ups, then weekly targets for appointments booked, role-play, the pipeline review and referral asks.
How to use it in ActivityTracker
- 1Open Routines and press Packs.
- 2Find Advisor basics 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.
Packs like this one
Questions
Get a nudge when each one is due.
Book a walkthrough to see the routines in the app.