Resources Productivity & Back-Office Operations To complete the activities listed, use the following resources: Day 36 Internal Resources ALL ASSOCIATES Peak Advisor Alliance’s Resource 100 to Delegate (Lesson Topic: Productivity) (see Library (italics) or Lessons Resources to the right) (underlined) located within Digital Fortress Day 37 ASSOCIATE WEALTH ADVISORS (AWA) 100 Items to Delegate Productivity Management System (Lesson Topic: Productivity) This list of office duties helps advisors (see Resources to the right) identify the activities they should empower team members to handle, giving Day 38 the advisor more time to focus on the items that require their full attention. ALL ASSOCIATES Productivity Management System Team Meeting Agenda A scorecard that helps advisors sort daily activities by importance and priority. This Day 39 spreadsheet assigns point values to the activities an advisor does based on how ALL ASSOCIATES important those items are to the advisor’s role in the business. The end result is a Facilitate a Collaborative Team Retreat (see Resources to the direct correlation between how many right and Lesson Topic: Human Capital) points you score and your total production. Day 40 Team Retreat NON-ADVISOR TEAM MEMBERS An annual meeting for an advisory office Review Firm's Compliance Submission systems designed to bring employees together to brainstorm and share company goals for the coming year.
Productivity & Back-Office Operations Day 36 ALL ASSOCIATES 100 to Delegate (Lesson Topic: Productivity) (see Resources to the right) Day 37 ASSOCIATE WEALTH ADVISORS (AWA) Productivity Management System (Lesson Topic: Productivity) (see Resources to the right) Day 38 ALL ASSOCIATES Team Meeting Agenda Day 39 ALL ASSOCIATES Facilitate a Collaborative Team Retreat (see Resources to the right and Lesson Topic: Human Capital) Day 40 NON-ADVISOR TEAM MEMBERS Review Firm's Compliance Submission systems Resources To complete the activities listed, use the following resources: Internal Resources Peak Advisor Alliance’s Resource Library (italics) or Lessons (underlined) located within Digital Fortress 100 Items to Delegate This list of office duties helps advisors identify the activities they should empower team members to handle, giving the advisor more time to focus on the items that require their full attention. Productivity Management System A scorecard that helps advisors sort daily activities by importance and priority. This spreadsheet assigns point values to the activities an advisor does based on how important those items are to the advisor’s role in the business. The end result is a direct correlation between how many points you score and your total production. Team Retreat An annual meeting for an advisory office designed to bring employees together to brainstorm and share company goals for the coming year.