Routine template for financial advisors
Social selling routine that reminds you when each one is due
Two useful posts a week, real comments daily, every message answered, a short video, good chats moved to coffee.
- 6 routines
- 3 at a set time
- Reminders when they are due
Social selling
Days and times are the pack's own. Change any of them after you add it.
- Post one useful thingEvery Tue and Thu at 8:30Answer a question a client asked you this month, or share a claim story with names and details removed. No product names, returns or promises unless compliance has cleared them.
- Comment on 10 postsEvery weekday at 12:30Ten genuine comments on clients' and friends' posts: congratulate, ask a question, add something useful. Never a pitch in a comment.
- Reply to every messageEvery weekday at 18:00Clear DMs and comments on every platform before you stop for the day. Anything that needs a real answer gets a call booked, not a long text.
- One short videoOnce a weekThirty to sixty seconds answering one question in plain words. Phone at eye level, facing a window; one take is fine.
- Move two chats to coffee2 times a weekPick two online conversations that have gone back and forth, and suggest a call or a coffee. Name a day and a place rather than "sometime".
- What worked this monthEvery month on the 1stList the three posts that brought replies or messages, and the kind that got nothing. Do more of the first next month and drop the second.
About this pack
Clients look you up before they reply. A steady, useful presence does more than a burst of posts: answer the questions clients ask, comment like a person, and move good conversations off the app. Use your company's approved material and clear anything about products with compliance first.
How to use it in ActivityTracker
- 1Open Routines and press Packs.
- 2Find Social selling 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
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.