100 Items to Delegate Next to each item, place an in the box that represents who performs the task. Please “X” total the number of boxes containing an in each column. “X” W Wealth Advisor; T Team Member; N Not performed in practice – – – Clerical W T N W T N Answering most calls prior Making coffee □ □ □ □ □ □ to Advisor Scheduling appointments Making cookies □ □ □ □ □ □ Composing letters and Washing dishes □ □ □ □ □ □ requesting paperwork Opening incoming mail Taking out the trash □ □ □ □ □ □ Completing new account Typing agenda for staff □ □ □ □ □ □ paperwork meetings Creating minutes for staff Following up on paperwork □ □ □ □ □ □ meetings Resolving compliance Typing agenda for staff retreat □ □ □ □ □ □ requests Getting compliance Writing minutes for staff □ □ □ □ □ □ approval of letters retreat Typing agenda for Advisory Filing accurately □ □ □ □ □ □ Council meetings Updating home office Typing minutes from Advisory □ □ □ □ □ □ contact list Council meetings Totals: Wealth Advisor ____ Team Member ____ Not Performed ____ Administrative W T N W T N Tracking licensing and CE Contacting clients about □ □ □ □ □ □ requirements RMDs
100 Items to Delegate Next to each item, place an “X” in the box that represents who performs the task. Please total the number of boxes containing an “X” in each column. W – Wealth Advisor; T – Team Member; N – Not performed in practice Clerical W T N W T N □ □ □ Answering most calls prior to Advisor □ □ □ Making coffee □ □ □ Scheduling appointments □ □ □ Making cookies □ □ □ Composing letters and requesting paperwork □ □ □ Washing dishes □ □ □ Opening incoming mail □ □ □ Taking out the trash □ □ □ Completing new account paperwork □ □ □ Typing agenda for staff meetings □ □ □ Following up on paperwork □ □ □ Creating minutes for staff meetings □ □ □ Resolving compliance requests □ □ □ Typing agenda for staff retreat □ □ □ Getting compliance approval of letters □ □ □ Writing minutes for staff retreat □ □ □ Filing accurately □ □ □ Typing agenda for Advisory Council meetings □ □ □ Updating home office contact list □ □ □ Typing minutes from Advisory Council meetings Totals: Wealth Advisor ____ Team Member ____ Not Performed ____ Administrative W T N W T N □ □ □ Tracking licensing and CE requirements □ □ □ Contacting clients about RMDs
100_Items_to_Delegate.docx