Activity Management

What actions are responsible for the desired results?

Activity Management:

• Team meetings
• Roles & responsibilities
• Time management
• Daily game plan
• Model week
• Time blocking
• Client check in calls
• Telephone portfolio / financial goal reviews
• Face to face meetings
• Introductions/referrals requested
• COI contacts
• Seminars conducted
• Networking events
• Client bring-a-friend events