Categorías: Todo - account - crm

por Eric Peterson hace 4 años

178

Amy Reaves Establish IRA

The document outlines a detailed process for managing different types of accounts including IRA and ROTH. It involves multiple steps like uploading necessary documents to the system, verifying account creation, and ensuring all links are live.

Amy Reaves Establish IRA

Amy Reaves

Follow these guidelines and you will have a success in keeping your resolution!

ROTH

IRA

Less is more! Do not follow the crowd, think about what you really want to achieve next year. Set your resolutions!

MSA

Type in your resolution.


Yes

Set your goals while having your resolution in mind. You should set short-term and all-year long-term goals so you can start seeing results right away.


Examples:
- go to the gym 2 times a week in the first 3 months, go 5 times a week by the end of year
- pay 1/4 of debts by may and pay all of it by the end of the year

CRS Summary Receipt

Upload to CRM ___________

Complete SPI

Make a step-by-step plan. It's easier to follow, and the one step at a time method will keep your motivation up.

Questions that might help you:

Wet Date _________

Verify Link is Live

Complete ADD

When you set a goal, you should also set a reward for accomplishing it.

Example:
- if you managed not to buy anything new for 3 months, then you should get 1 thing in a limit of a small amount
- if you lost the desired kilograms in 3 months, you should get your favorite food (with a limit, of course) to celebrate

Wet Date ___________

DocuSign sent _________

Upload to CW ___________

Verify Account Creation