Routine template for financial advisors
First 90 days routine that reminds you when each one is due
Papers passed, a names list built, seniors shadowed, a weekly check-in: the first three months of the job.
- 6 routines
- 3 at a set time
- Reminders when they are due
First 90 days
Days and times are the pack's own. Change any of them after you add it.
- CMFAS study hourEvery weekday at 7:00One chapter of the paper you are sitting next, then 20 practice questions. Write down the topics you got wrong and start tomorrow with them.
- Timed mock paperEvery Sat at 9:00A full mock under exam time, phone in another room. Book the real paper once you score 80% or more on two mocks in a row.
- Five names on the listEvery weekday, 5 timesAdd five people you know to the CRM, with how you know them and a line on their stage of life. No pitching yet: this list is the base of your first year.
- Shadow a senior's appointmentOnce a weekSit in on one appointment with your trainer or a senior advisor. Write down how they open, the questions they ask, and one line you will use yourself.
- Check-in with your trainerEvery Fri at 17:00Fifteen minutes with your trainer or manager: papers done, mock scores, names added, appointments seen. Leave with one thing to do differently next week.
- Month-end look backEvery month on the 28thCount the month: papers passed, names on the list, appointments shadowed and held. Compare it with your 90-day plan and write next month's three targets.
About this pack
The first ninety days decide whether a new advisor stays. Papers come first, because you cannot advise until they are passed and you are appointed; alongside them you build the names list, watch good appointments, and talk to your trainer every week.
How to use it in ActivityTracker
- 1Open Routines and press Packs.
- 2Find First 90 days 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 routinesThe six routines a working week is built on: calls, follow-ups, appointments, practice, the pipeline, referrals.
6 routines
Questions
Yes. Copy it as a checklist or print it, with no sign-up. Adding it to ActivityTracker, with the reminders, needs an account.
Link WhatsApp or Telegram and a message arrives at the routine's time, or at 10am if it has none, but only if it isn't done yet. Tap Done, snooze it, or mute that routine.
Yes. Every routine is yours once it's added: rename it, move its day or time, or delete it. Untick the ones you don't want before you add the pack.
Type it in one line, like "stretch daily at 9pm", and it becomes a routine with that day and time.
Get a nudge when each one is due.
Book a walkthrough to see the routines in the app.