Resolving home office Compiling evaluation □ □ □ □ □ □ issues scores Updating account forms Researching client gift ideas □ □ □ □ □ □ every 36 months Totals: Wealth Advisor ____ Team Member ____ Not Performed ____ Office Management W T N W T N Maintaining office Reviewing staff performance □ □ □ □ □ □ equipment Maintaining office space Setting goals for □ □ □ □ □ □ (heat, air) pay Making copies Hiring payroll service □ □ □ □ □ □ Purchasing postage Creating job descriptions □ □ □ □ □ □ Interviewing potential new Ordering supplies □ □ □ □ □ □ hires Ordering prospectuses Creating new hire checklist □ □ □ □ □ □ Ordering applications from Writing employee handbook □ □ □ □ □ □ external vendors Ordering from home Keeping Advisor on schedule □ □ □ □ □ □ office Ordering letterhead and Tracking employee □ □ □ □ □ □ business cards satisfaction Keeping closed account Researching benefit options □ □ □ □ □ □ files organized Totals: Wealth Advisor ____ Team Member ____ Not Performed ____ Systems and Technology
□ □ □ Resolving home office issues □ □ □ Compiling evaluation scores □ □ □ Updating account forms every 36 months □ □ □ Researching client gift ideas Totals: Wealth Advisor ____ Team Member ____ Not Performed ____ Office Management W T N W T N □ □ □ Maintaining office equipment □ □ □ Reviewing staff performance □ □ □ Maintaining office space (heat, air) □ □ □ Setting goals for pay □ □ □ Making copies □ □ □ Hiring payroll service □ □ □ Purchasing postage □ □ □ Creating job descriptions □ □ □ Ordering supplies □ □ □ Interviewing potential new hires □ □ □ Ordering prospectuses □ □ □ Creating new hire checklist □ □ □ Ordering applications from external vendors □ □ □ Writing employee handbook □ □ □ Ordering from home office □ □ □ Keeping Advisor on schedule □ □ □ Ordering letterhead and business cards □ □ □ Tracking employee satisfaction □ □ □ Keeping closed account files organized □ □ □ Researching benefit options Totals: Wealth Advisor ____ Team Member ____ Not Performed ____ Systems and Technology
100_Items_to_Delegate.docx