6 Most and Vital One
Use this form to outline your 6 Most Important and Vital 1 tasks each day and maximize your productivity and efficiency. Download
Tag: Time management
100 Items to Delegate Exercise
Use this worksheet to determine which office tasks the advisor is currently handling that should be delegated to another team member. Download
Time Survey for Team Members Exercise
Use this tool to track team members’ time and ensure time spent is aligned with firm priorities. Download