GTD Method for Investment Consultation Template

More consulting templates

Implement the GTD (Getting Things Done) method to streamline your investment consulting tasks. This template uses a priority matrix to help you visualize and allocate time to your most pressing tasks, ensuring that no deadlines are missed.

By managing your time efficiently, you can reduce stress and ensure that each client receives the attention they deserve within the stipulated timeframe. Perfect for Investment Consultants juggling multiple clients and tasks.

Get this template on priority matrix

GTD Method for Investment Consultation for Priority Matrix

GTD Method for Investment Consultation in Priority Matrix

Use the GTD method to prioritize and manage investment consulting tasks effectively.

You can start using GTD Method for Investment Consultation or other Consulting Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Critical and Immediate

  • Task 1: Client Meeting due in 1 day
    ☐ Prepare presentation ☐ Review client portfolio ☐ Set meeting agenda
  • Task 2: Market Analysis Report due in 3 days
    ☐ Research market trends ☐ Analyze investment opportunities ☐ Prepare report

Critical but not Immediate

  • Task 3: Portfolio Review due in 1 week
    ☐ Review client portfolios ☐ Analyze performance ☐ Prepare recommendations
  • Task 4: Investment Strategy due in 2 weeks
    ☐ Research investment strategies ☐ Prepare investment plan ☐ Present to team

Not Critical but Immediate

  • Task 5: Client Follow-up due in 1 day
    ☐ Review meeting notes ☐ Prepare follow-up email ☐ Send email
  • Task 6: Training Webinar due in 3 days
    ☐ Register for webinar ☐ Attend webinar ☐ Take notes

Not Critical, Not Immediate

  • Task 7: Networking Event due in 1 month
    ☐ Register for event ☐ Prepare business cards ☐ Plan networking strategy
  • Task 8: Update Client Database due in 2 months
    ☐ Review client information ☐ Update client profiles ☐ Verify changes