GTD Task and Deadline Tracking for Wealth Management Template

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Efficiently manage your wealth management tasks and deadlines with this comprehensive template. Designed for Certified Financial Planners, this template helps you visualize and prioritize urgent and important tasks using Priority Matrix, ensuring no deadlines are missed.

By implementing this template, you can achieve effective time management, reduce stress, and ensure that every client receives the attention they deserve within the required timeframe.

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GTD Task and Deadline Tracking for Wealth Management for Priority Matrix

GTD Task and Deadline Tracking for Wealth Management in Priority Matrix

Manage tasks and deadlines effectively in wealth management to ensure timely client service and reduced stress.

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Proposed Tasks

Critical & Immediate

  • Client Call due in 2 days
    ☐ Prepare for call ☐ Review client's portfolio ☐ Discuss investment strategy
  • Team Meeting due in 2 days
    ☐ Prepare for meeting ☐ Discuss team progress ☐ Address any issues
  • Client Meeting due in 3 days
    ☐ Prepare for meeting ☐ Review client's portfolio ☐ Develop investment strategy
  • Portfolio Review due in 5 days
    ☐ Review client's portfolio ☐ Analyze portfolio performance ☐ Prepare review report

Critical & Not Immediate

  • Financial Report due in 2 weeks
    ☐ Gather financial data ☐ Analyze data ☐ Prepare report
  • Risk Assessment due in 3 weeks
    ☐ Identify potential risks ☐ Analyze risk impact ☐ Prepare risk assessment report
  • Regulatory Compliance Check due in 4 weeks
    ☐ Review regulatory requirements ☐ Ensure all practices are compliant ☐ Prepare compliance report
  • Investment Analysis due in 1 month
    ☐ Review investment options ☐ Analyze investment performance ☐ Prepare analysis report

Not Critical & Immediate

  • Market Research due in 1 week
    ☐ Research market trends ☐ Analyze competitor strategies ☐ Prepare research report
  • Client Proposal due in 1 week
    ☐ Prepare investment proposal ☐ Review proposal with team ☐ Present proposal to client