110 Chart Spreadsheet for Download - Bill Good Chart...If you want to double your production or work half as much, then the 110% Gorilla Chart is your indispensable, mission-critical,

gorilla®

chart

110%

The New 110% Gorilla ChartDo you want to double your production or work half as much? Of course you do! But how?

As you already know, the Bill Good Marketing System® is designed to help you achieve nothing less. But the system is huge — big as a Gorilla, you might say — and it can be difficult to know exactly where to start, what to do, or who should be in charge of what. Without a guide, it’s easy to get lost.

The new 110% Gorilla Chart is your guide.

You want to double your production or work half as much? Then memorize this fundamental truth: the team that implements more best practices better is the one that will succeed. But how?

As you already know, the Bill Good Marketing System is built around the best practices in your industry. Here’s the good news: if you implement the 110% Gorilla Chart, you’ve implemented the system. And if you implement the system, you’ve implemented more best practices better.

The new 110% Gorilla Chart is quite simply a list of best practices.

Think about it: a list of best practices! A guide to implementing the oldest, most renowned system in financial services! A single document that shows you the most efficient (meaning the least amount of effort) and effective (meaning the best results) ways to double your production or work half as much. A single document filled with repeatable procedures that have proven themselves time and time again for large numbers of people. (The very definition of a “best practice” according to Wikipedia®.)

So you want to double your production or work half as much? Then here’s what you do:

1. Download the 110% Gorilla Chart. Study it. Review it. Learn it.

2. Distribute a copy to each of your team members. Make sure they understand what it’s for, why it’s needed, and what areas they should take ownership of. (This is an actual item on the 110% Chart itself. You’re implementing the chart already!)

3. Hold a team meeting once a week, every week. Review where you are in the chart. Make note of which items have been accomplished and mark them as complete. Then, move onto the next item. (By the way, holding team meetings is an item on the chart, too. You’re really flying now!)

4. That’s it. It really is that simple.

If you want to double your production or work half as much, then the 110% Gorilla Chart is your indispensable, mission-critical, handy-dandy, never-leave-home-without-it guide to implementing the Bill Good Marketing System. Your guide to implementing more best practices better. There is a best way to retain and engage your clients. There is a best way to prospect successfully. There is a best way to develop and manage a team. There is a best way to double your production or work half as much.

And they’re all right at your fingertips … inside your new-and-improved 110% Gorilla Chart.

© 2014 Bill Good Marketing, Inc. Reproduction, adaptation or translation without prior written permission is prohibited, except as allowed under copyright law. Gorilla and Gorilla Marketing are ® trademarks of Bill Good Marketing, Inc.

4.50 Status - 0%

1.50 No 0.00

2.00 No 0.00

1.00 0.50 No 0.00

0.25 FA utilizes voice recognition services and software so extensive documentation can be produced quickly. No 0.00

0.25 Each team member has copies of all RUFs as described in “RUF Master Packet.” No 0.00

22.00 Client Marketing Status - 0%

Client RetentionClient RetentionClient RetentionClient Retention

Retain all clients who are decent people, who want help, follow our recommendations, and are consistent with our business model.

2.00 FA provides good investment advice.FA provides good investment advice.FA provides good investment advice.FA provides good investment advice. No 0.00

2.00 Provide Great Service.Provide Great Service.Provide Great Service.Provide Great Service. No 0.00

2.00 0.50 Maintain written contact frequently enough to ensure advisor identity is maintained.Maintain written contact frequently enough to ensure advisor identity is maintained.Maintain written contact frequently enough to ensure advisor identity is maintained.Maintain written contact frequently enough to ensure advisor identity is maintained. No 0.00

0.25 Basic: One letter/month is being sent. This establishes the pattern. No 0.00

0.20 Intermediate: One letter and an occasional duplicate email is sent. Begin learning preferred channel. No 0.00

0.25 Messages sent on desired channel often targeted according to interest, investment type, and event. No 0.00

0.20 Rules of thumb. Use letters to establish and maintain “caring” and “good citizen” identities. Use email to establish and maintain “expert

financial advisor.”No 0.00

0.20 Messages are normally planned several months in advance with due consideration for unplanned events. No 0.00

0.20 Major holidays, e.g. Memorial Day, Remembrance Day, July 4, Thanksgiving, and Christmas season added to Message Plan. No 0.00

0.20 For all clients who are not yet retired and won't likely have assets for investing until retirement, add them to the Pre-Retirement Campaign. No 0.00

2.50 1.50 No Contact Report maintained at 10% or less for clients.No Contact Report maintained at 10% or less for clients.No Contact Report maintained at 10% or less for clients.No Contact Report maintained at 10% or less for clients. No 0.00

1.00 No Contact Scripts are in full use for No Contact Calls thus ensuring referral promotion occurs on these calls. No 0.00

1.00 Etiquette Messages used extensively to build good will.Etiquette Messages used extensively to build good will.Etiquette Messages used extensively to build good will.Etiquette Messages used extensively to build good will. No 0.00

1.00 0.20 Retain most client assets when heirs inherit by becoming the family financial advisor.Retain most client assets when heirs inherit by becoming the family financial advisor.Retain most client assets when heirs inherit by becoming the family financial advisor.Retain most client assets when heirs inherit by becoming the family financial advisor. No 0.00

0.20 Deploy the Family Financial Advisor Strategy. No 0.00

0.20 Participate in Family Celebrations. No 0.00

0.20 Birthday messages sent weekly. No 0.00

0.20 All happily married couples on Wedding Anniversary Procedure. No 0.00

Computer Based

My 110% Gorilla Chart

Each team member has completed Associates Degree on BGM University.Each team member has completed Associates Degree on BGM University.Each team member has completed Associates Degree on BGM University.Each team member has completed Associates Degree on BGM University.

Each team member has read and consistently applies “The Law.” Each team member has read and consistently applies “The Law.” Each team member has read and consistently applies “The Law.” Each team member has read and consistently applies “The Law.”

“The Rules of Contact Management” are strictly followed. “The Rules of Contact Management” are strictly followed. “The Rules of Contact Management” are strictly followed. “The Rules of Contact Management” are strictly followed.

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40%

60%

80%

100%

Computer Based Client Marketing Prospecting Practice Management

100%

110%

My Progress


Page 1

Outside AssetsOutside AssetsOutside AssetsOutside Assets

Find all outside assets and move them to our management.

2.50 0.25 “One Asset at a Time” strategy in place for clients where FA is not sole provider. “One Asset at a Time” strategy in place for clients where FA is not sole provider. “One Asset at a Time” strategy in place for clients where FA is not sole provider. “One Asset at a Time” strategy in place for clients where FA is not sole provider. No 0.00

0.25 As part of personal Model Day, FA frequently asks about additional funds coming due. (See “How to Ask for Money.”) No 0.00

0.50 Annual “Find the Money” letter is planned and sent. No 0.00

0.25 Review appointments consistently set with clients based on need and profitability. No 0.00

0.25 Clients routinely instructed to bring in tax return and all statements for review at least once/year. No 0.00

0.25 Clients over 55 and not retired have retirement date in "Important Dates" and an Opportunity record for the estimated value of retirement

assets.No 0.00

0.25 Out-of-House Investment positions routinely entered when clients bring in their statements. No 0.00

0.50 At least $500,000 of new opportunities identified weekly from all sources. No 0.00

Trusted Advisor Trusted Advisor Trusted Advisor Trusted Advisor

0.50 Has read “Creating the Trusted Advisor" White Paper.Has read “Creating the Trusted Advisor" White Paper.Has read “Creating the Trusted Advisor" White Paper.Has read “Creating the Trusted Advisor" White Paper. No 0.00

2.00 0.25 Office is staged to create the optimum client experience.Office is staged to create the optimum client experience.Office is staged to create the optimum client experience.Office is staged to create the optimum client experience. No 0.00

0.25 Office and reception area are always presentable. No 0.00

0.10 Fresh flowers are always in the reception area or meeting area. No 0.00

0.15 Welcome Signs are prominently displayed for each or most client appointments. No 0.00

0.10 Non-financial publications are available in the waiting area. Ideally these should be hobby related, cooking, travel, golf, etc. No 0.00

0.10 Keep a scrapbook, portfolio, 3-ring notebook, or preferably a professional-grade shelving unit showcasing accomplishments, investment

philosophy, and letters from happy clients.No 0.00

0.20 Web presence created with website, LinkedIn®, and other social media such that when someone searches for you, you can “be found and

look good.” No 0.00

0.15 Brag Wall located where clients and prospects can easily see and read. No 0.00

0.10 Brag Wall includes a U.S. Flag flown in your honor over the U.S. Capitol. No 0.00

0.10 Bookshelf in meeting area is strategically filled with investment books. No 0.00

0.10 FA meets with clients at a round, 42-inch table. No 0.00

0.10 Big flat-screen monitor is easily visible from the round table. No 0.00

0.10 FA has strategically placed a white board or flip chart where client meetings occur. No 0.00

0.10 Photographs of family, community, etc. visible from client seats at conference table. No 0.00

0.10 Photographs of clients, events, and their pets are placed in the office where clients can see them. No 0.00

0.50 Assign “Sole Provider” keyword to those CG records who we believe have granted us “trusted advisor status.” Assign “Sole Provider” keyword to those CG records who we believe have granted us “trusted advisor status.” Assign “Sole Provider” keyword to those CG records who we believe have granted us “trusted advisor status.” Assign “Sole Provider” keyword to those CG records who we believe have granted us “trusted advisor status.” No 0.00

Client EngagementClient EngagementClient EngagementClient Engagement

Engaged clients are those who produce quality referrals.

1.00 Produce a financial plan for all clients who have produced a referral. Update per profitability.Produce a financial plan for all clients who have produced a referral. Update per profitability.Produce a financial plan for all clients who have produced a referral. Update per profitability.Produce a financial plan for all clients who have produced a referral. Update per profitability. No 0.00

1.00 Get every client on a periodic review schedule based on profitability.Get every client on a periodic review schedule based on profitability.Get every client on a periodic review schedule based on profitability.Get every client on a periodic review schedule based on profitability. No 0.00

1.00 Produce frequent client/guest educational seminars per “Client Educational Seminar” strategies.Produce frequent client/guest educational seminars per “Client Educational Seminar” strategies.Produce frequent client/guest educational seminars per “Client Educational Seminar” strategies.Produce frequent client/guest educational seminars per “Client Educational Seminar” strategies. No 0.00

0.50 Invite well connected clients to a birthday lunch or dinner.Invite well connected clients to a birthday lunch or dinner.Invite well connected clients to a birthday lunch or dinner.Invite well connected clients to a birthday lunch or dinner. No 0.00

0.50 Honor special clients with special events. (See “Special Events.”)Honor special clients with special events. (See “Special Events.”)Honor special clients with special events. (See “Special Events.”)Honor special clients with special events. (See “Special Events.”) No 0.00

0.50 Schedule several “fun events” for clients. Invite connections as appropriate.Schedule several “fun events” for clients. Invite connections as appropriate.Schedule several “fun events” for clients. Invite connections as appropriate.Schedule several “fun events” for clients. Invite connections as appropriate. No 0.00

1.00 At least once a year, invite all clients to an appreciation event.At least once a year, invite all clients to an appreciation event.At least once a year, invite all clients to an appreciation event.At least once a year, invite all clients to an appreciation event. No 0.00

0.50 No 0.00Every 180 days host a strategic partner/COI dinner to thank them for supporting your business and sending referrals.Every 180 days host a strategic partner/COI dinner to thank them for supporting your business and sending referrals.Every 180 days host a strategic partner/COI dinner to thank them for supporting your business and sending referrals.Every 180 days host a strategic partner/COI dinner to thank them for supporting your business and sending referrals.

The Trusted Advisor “designation” is granted by the client. It is a conclusion people come to after months or years of determining that you are an expert

financial advisor, a caring, trustworthy, well-mannered individual, and a good citizen. When the designation is made, they no longer need multiple

advisors. “A” clients are those who have awarded you this designation.

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29.25 Prospecting Status - 0%

Our prospecting strategy is:

Get Ready to ProspectGet Ready to ProspectGet Ready to ProspectGet Ready to Prospect

0.50 Complete the “Prospecting Readiness” Checklist.Complete the “Prospecting Readiness” Checklist.Complete the “Prospecting Readiness” Checklist.Complete the “Prospecting Readiness” Checklist. No 0.00

0.50 Complete “LinkedIn: Build Robust Profile.”Complete “LinkedIn: Build Robust Profile.”Complete “LinkedIn: Build Robust Profile.”Complete “LinkedIn: Build Robust Profile.” No 0.00

0.50 Have a Google® Places listing.Have a Google® Places listing.Have a Google® Places listing.Have a Google® Places listing. No 0.00

0.75 Build or re-build website so it features the FA, not a bunch of old people.Build or re-build website so it features the FA, not a bunch of old people.Build or re-build website so it features the FA, not a bunch of old people.Build or re-build website so it features the FA, not a bunch of old people. No 0.00

0.50 No 0.00

0.50 Have a separate list of references. (See “Master References and Resume.”)Have a separate list of references. (See “Master References and Resume.”)Have a separate list of references. (See “Master References and Resume.”)Have a separate list of references. (See “Master References and Resume.”) No 0.00

0.75 Clean up existing prospect file manually or, as needed, with the Old Prospect Card Campaign. Clean up existing prospect file manually or, as needed, with the Old Prospect Card Campaign. Clean up existing prospect file manually or, as needed, with the Old Prospect Card Campaign. Clean up existing prospect file manually or, as needed, with the Old Prospect Card Campaign. No 0.00

1.00 0.50 Team maintains current list of Mass Mail names, updating and replenishing list as necessary.Team maintains current list of Mass Mail names, updating and replenishing list as necessary.Team maintains current list of Mass Mail names, updating and replenishing list as necessary.Team maintains current list of Mass Mail names, updating and replenishing list as necessary. No 0.00

0.50 SA has access to online databases or list broker so seminars, mass mailing, or cold calling can occur. No 0.00

Promote ReferralsPromote ReferralsPromote ReferralsPromote Referrals

“Promote referrals” means: the team gently and frequently reminds clients we value and accept additional business.

0.75 No 0.00

0.50 Referral chest prominently displayed in lobby or wherever FA meets with clients.Referral chest prominently displayed in lobby or wherever FA meets with clients.Referral chest prominently displayed in lobby or wherever FA meets with clients.Referral chest prominently displayed in lobby or wherever FA meets with clients. No 0.00

1.00 FA consistently promotes referrals by phone and in face-to-face meetings. (See “Referral Conversations.”)FA consistently promotes referrals by phone and in face-to-face meetings. (See “Referral Conversations.”)FA consistently promotes referrals by phone and in face-to-face meetings. (See “Referral Conversations.”)FA consistently promotes referrals by phone and in face-to-face meetings. (See “Referral Conversations.”) No 0.00

1.00 SA consistently promotes referrals by phone and in person.SA consistently promotes referrals by phone and in person.SA consistently promotes referrals by phone and in person.SA consistently promotes referrals by phone and in person. No 0.00

1.00 Give thank-you gifts that encourage more referrals. Give thank-you gifts that encourage more referrals. Give thank-you gifts that encourage more referrals. Give thank-you gifts that encourage more referrals. No 0.00

0.75 Advisor posts sign in office promoting referrals, which states, “Your referrals are gratefully accepted.” Advisor posts sign in office promoting referrals, which states, “Your referrals are gratefully accepted.” Advisor posts sign in office promoting referrals, which states, “Your referrals are gratefully accepted.” Advisor posts sign in office promoting referrals, which states, “Your referrals are gratefully accepted.” No 0.00

0.50 Frequent referral promotion in the P.S. of letters and added to email signatures. Frequent referral promotion in the P.S. of letters and added to email signatures. Frequent referral promotion in the P.S. of letters and added to email signatures. Frequent referral promotion in the P.S. of letters and added to email signatures. No 0.00

0.75 Referral Wizard always used to process referrals.Referral Wizard always used to process referrals.Referral Wizard always used to process referrals.Referral Wizard always used to process referrals. No 0.00

0.75 An annual referral letter is part of the FA team message plan.An annual referral letter is part of the FA team message plan.An annual referral letter is part of the FA team message plan.An annual referral letter is part of the FA team message plan. No 0.00

0.50 All old referrals entered into Gorilla and processed with the New Association Wizard. All old referrals entered into Gorilla and processed with the New Association Wizard. All old referrals entered into Gorilla and processed with the New Association Wizard. All old referrals entered into Gorilla and processed with the New Association Wizard. No 0.00

0.50 Run the Disaster Planning Campaign.Run the Disaster Planning Campaign.Run the Disaster Planning Campaign.Run the Disaster Planning Campaign. No 0.00

Prospecting ChannelsProspecting ChannelsProspecting ChannelsProspecting Channels

7.00 Implement successfully one or more of these relationship or mass marketing strategies, or Drip Campaigns.

1.00 Strategic PartnershipsStrategic PartnershipsStrategic PartnershipsStrategic Partnerships No 0.00

1.00 Clone Best ClientsClone Best ClientsClone Best ClientsClone Best Clients No 0.00

1.00 Develop ConnectionsDevelop ConnectionsDevelop ConnectionsDevelop Connections No 0.00

1.00 Targeted In-Person ProspectingTargeted In-Person ProspectingTargeted In-Person ProspectingTargeted In-Person Prospecting No 0.00

1.00 Cold CallingCold CallingCold CallingCold Calling No 0.00

1.00 SeminarsSeminarsSeminarsSeminars No 0.00

1.00 No 0.00

Frustrated Campaign

Mother of all Retirement Planning Prospecting Campaigns

Elliott

Transferring Management

Money in Motion

Prospect File MaintenanceProspect File MaintenanceProspect File MaintenanceProspect File Maintenance

1.00 Correct lead classification maintained by consistent use of Sales Pipeline RUF and Sales Pipeline Speedbutton. Correct lead classification maintained by consistent use of Sales Pipeline RUF and Sales Pipeline Speedbutton. Correct lead classification maintained by consistent use of Sales Pipeline RUF and Sales Pipeline Speedbutton. Correct lead classification maintained by consistent use of Sales Pipeline RUF and Sales Pipeline Speedbutton. No 0.00

0.75 Prospects on Action To Do Report kept to several per FA per week, and 25-50 per week per SA.Prospects on Action To Do Report kept to several per FA per week, and 25-50 per week per SA.Prospects on Action To Do Report kept to several per FA per week, and 25-50 per week per SA.Prospects on Action To Do Report kept to several per FA per week, and 25-50 per week per SA. No 0.00

Acquire your target number of ideal clients through relationship marketing. If your relationships are insufficient or you want to be in another market, use

one or more mass marketing channels. Have at least one prospecting channel other than referrals.

Have a professional brochure, or at a minimum, customize the “Credentials Template” in the Document Library.Have a professional brochure, or at a minimum, customize the “Credentials Template” in the Document Library.Have a professional brochure, or at a minimum, customize the “Credentials Template” in the Document Library.Have a professional brochure, or at a minimum, customize the “Credentials Template” in the Document Library.

Processes are in place to ensure most clients have laminated business card or calendar with FA contact info in wallet or purse. Processes are in place to ensure most clients have laminated business card or calendar with FA contact info in wallet or purse. Processes are in place to ensure most clients have laminated business card or calendar with FA contact info in wallet or purse. Processes are in place to ensure most clients have laminated business card or calendar with FA contact info in wallet or purse.

One or more Mass Mailing Campaigns are run and tested consistently until desired number of prospects is reached.One or more Mass Mailing Campaigns are run and tested consistently until desired number of prospects is reached.One or more Mass Mailing Campaigns are run and tested consistently until desired number of prospects is reached.One or more Mass Mailing Campaigns are run and tested consistently until desired number of prospects is reached.

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1.00 No 0.00

0.50 Routinely ask all prospects when they plan to retire. If ages 55+, add to Pre-Retirement Campaign.Routinely ask all prospects when they plan to retire. If ages 55+, add to Pre-Retirement Campaign.Routinely ask all prospects when they plan to retire. If ages 55+, add to Pre-Retirement Campaign.Routinely ask all prospects when they plan to retire. If ages 55+, add to Pre-Retirement Campaign. No 0.00

1.00 No Contact Report maintained at 20% or less for prospects.No Contact Report maintained at 20% or less for prospects.No Contact Report maintained at 20% or less for prospects.No Contact Report maintained at 20% or less for prospects. No 0.00

1.00 $500K- $1M in funds due from dripped-on Green Cherries always available in next 30 days.$500K- $1M in funds due from dripped-on Green Cherries always available in next 30 days.$500K- $1M in funds due from dripped-on Green Cherries always available in next 30 days.$500K- $1M in funds due from dripped-on Green Cherries always available in next 30 days. No 0.00

Every prospect receives at least one written message each month. At least some of these are targeted to CG Type, Interest, or age.Every prospect receives at least one written message each month. At least some of these are targeted to CG Type, Interest, or age.Every prospect receives at least one written message each month. At least some of these are targeted to CG Type, Interest, or age.Every prospect receives at least one written message each month. At least some of these are targeted to CG Type, Interest, or age.


Page 4

SELLING SKILLS

ProfilingProfilingProfilingProfiling

0.50 You have reviewed, “The Good Way to Sell Strategy.”You have reviewed, “The Good Way to Sell Strategy.”You have reviewed, “The Good Way to Sell Strategy.”You have reviewed, “The Good Way to Sell Strategy.” No 0.00

1.00 0.50 You have a library of profiles that you use based on prospect or client situation. You have a library of profiles that you use based on prospect or client situation. You have a library of profiles that you use based on prospect or client situation. You have a library of profiles that you use based on prospect or client situation. No 0.00

0.25 Profile is always consulted prior to any call with clients or prospects and is routinely updated after each sales or review call or meeting. No 0.00

0.25 Profiles are scanned and filed electronically in electronic client files so they can be easily consulted before client contact and updated after. No 0.00

1.00 Once a sale is started, you almost always set the next appointment.Once a sale is started, you almost always set the next appointment.Once a sale is started, you almost always set the next appointment.Once a sale is started, you almost always set the next appointment. No 0.00

Presentation and ClosingPresentation and ClosingPresentation and ClosingPresentation and Closing

1.50 0.50 No 0.00

0.50 Prior to making specific recommendations, FA educates prospects and clients on the concepts they must understand in order to make an

informed decision.No 0.00

0.25 FA uses written plans or proposals when making recommendations for sizeable accounts. No 0.00

0.25 FA uses tie-downs to consistently build momentum toward the close. No 0.00

54.00 Practice Management Status - 0%

Business Planning Business Planning Business Planning Business Planning

These actions refer to hiring, training, and compensating team members.

1.00 Team launches the system by implementing the “Basic Skill Levels.”Team launches the system by implementing the “Basic Skill Levels.”Team launches the system by implementing the “Basic Skill Levels.”Team launches the system by implementing the “Basic Skill Levels.” No 0.00

0.50 Advisor writes out vision and meets with each team member to ensure understanding and buy-in.Advisor writes out vision and meets with each team member to ensure understanding and buy-in.Advisor writes out vision and meets with each team member to ensure understanding and buy-in.Advisor writes out vision and meets with each team member to ensure understanding and buy-in. No 0.00

0.50 Team builds system by completing steps on the 110% Gorilla most weeks and certainly every month.Team builds system by completing steps on the 110% Gorilla most weeks and certainly every month.Team builds system by completing steps on the 110% Gorilla most weeks and certainly every month.Team builds system by completing steps on the 110% Gorilla most weeks and certainly every month. No 0.00

0.75 FA has current business plan with key projects planned, bringing a BGM Consultant on-site as needed.FA has current business plan with key projects planned, bringing a BGM Consultant on-site as needed.FA has current business plan with key projects planned, bringing a BGM Consultant on-site as needed.FA has current business plan with key projects planned, bringing a BGM Consultant on-site as needed. No 0.00

0.50 Team holds quarterly business plan review meeting.Team holds quarterly business plan review meeting.Team holds quarterly business plan review meeting.Team holds quarterly business plan review meeting. No 0.00

0.50 Team holds annual planning meeting offsite, before beginning of each year.Team holds annual planning meeting offsite, before beginning of each year.Team holds annual planning meeting offsite, before beginning of each year.Team holds annual planning meeting offsite, before beginning of each year. No 0.00

0.75 10-year business plan created and progress monitored annually.10-year business plan created and progress monitored annually.10-year business plan created and progress monitored annually.10-year business plan created and progress monitored annually. No 0.00

Team ActivitiesTeam ActivitiesTeam ActivitiesTeam Activities

1.00 All staff have received, read, and assumed ownership for their responsibilities on the 110% Gorilla Chart.All staff have received, read, and assumed ownership for their responsibilities on the 110% Gorilla Chart.All staff have received, read, and assumed ownership for their responsibilities on the 110% Gorilla Chart.All staff have received, read, and assumed ownership for their responsibilities on the 110% Gorilla Chart. No 0.00

1.50 1.00 Team holds weekly staff meeting using the Weekly Staff Meeting Agenda.Team holds weekly staff meeting using the Weekly Staff Meeting Agenda.Team holds weekly staff meeting using the Weekly Staff Meeting Agenda.Team holds weekly staff meeting using the Weekly Staff Meeting Agenda. No 0.00

0.50 As per Staff Meeting Agenda, review “sole provider status” and target specific clients for relationship upgrade. No 0.00

0.50 No 0.00

0.50 Each team member reads “Today’s Updates.” Each team member reads “Today’s Updates.” Each team member reads “Today’s Updates.” Each team member reads “Today’s Updates.” No 0.00

0.50 New staff introduced to clients using an appropriate staff introduction letter.New staff introduced to clients using an appropriate staff introduction letter.New staff introduced to clients using an appropriate staff introduction letter.New staff introduced to clients using an appropriate staff introduction letter. No 0.00

0.75 Work assigned to appropriate staff via Action Items.Work assigned to appropriate staff via Action Items.Work assigned to appropriate staff via Action Items.Work assigned to appropriate staff via Action Items. No 0.00

1.00 No 0.00

FA Work HabitsFA Work HabitsFA Work HabitsFA Work Habits

2.50 0.50 Establish the FA's Model DayEstablish the FA's Model DayEstablish the FA's Model DayEstablish the FA's Model Day No 0.00

0.25 Has edited Model Day worksheet to personal requirements. Modifies as needed to incorporate changed circumstances. No 0.00

0.25 FA’s Daily Stats Worksheet kept; daily totals copied to the FA’s Weekly Statistics. No 0.00

0.25 FA's End-of-Week Checklist done at the end of each week. No 0.00

0.25 FA's Weekly Statistics Report turned in to CO each week. No 0.00

0.25 Team has up-to-date copies of FA Model Day. No 0.00

0.25 Planning done daily before 8:00 AM or before end of previous day. No 0.00

0.25 FA makes target number of sales contacts as defined by personal Model Day. No 0.00

0.25 FA keeps target number of appointments as defined by personal Model Day. No 0.00

0.50 Consistently asks for, finds, and logs opportunities.Consistently asks for, finds, and logs opportunities.Consistently asks for, finds, and logs opportunities.Consistently asks for, finds, and logs opportunities. No 0.00

0.50 Rarely if ever answers own phone.Rarely if ever answers own phone.Rarely if ever answers own phone.Rarely if ever answers own phone. No 0.00

FA’s selling skills are such that at least 50% of prospects setting a 1FA’s selling skills are such that at least 50% of prospects setting a 1FA’s selling skills are such that at least 50% of prospects setting a 1FA’s selling skills are such that at least 50% of prospects setting a 1stststst

appointment buy in the current selling cycle. (Within 2 appointment buy in the current selling cycle. (Within 2 appointment buy in the current selling cycle. (Within 2 appointment buy in the current selling cycle. (Within 2ndndndnd

or 3 or 3 or 3 or 3rd rd rd rd

FA issues, adds to, and maintains Employee Handbook incorporating as appropriate the staff policies found in the “Employee Handbook” FA issues, adds to, and maintains Employee Handbook incorporating as appropriate the staff policies found in the “Employee Handbook” FA issues, adds to, and maintains Employee Handbook incorporating as appropriate the staff policies found in the “Employee Handbook” FA issues, adds to, and maintains Employee Handbook incorporating as appropriate the staff policies found in the “Employee Handbook”

provided by BGM.provided by BGM.provided by BGM.provided by BGM.

Fully trained team consisting of SA, SV, and CO in place. Other team members added as needed per BGM hiring processes.Fully trained team consisting of SA, SV, and CO in place. Other team members added as needed per BGM hiring processes.Fully trained team consisting of SA, SV, and CO in place. Other team members added as needed per BGM hiring processes.Fully trained team consisting of SA, SV, and CO in place. Other team members added as needed per BGM hiring processes.

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Page 5

0.50 Never handles service problems alone.Never handles service problems alone.Never handles service problems alone.Never handles service problems alone. No 0.00

0.50 No 0.00

0.50 Reads E-Gorilla weekly.Reads E-Gorilla weekly.Reads E-Gorilla weekly.Reads E-Gorilla weekly. No 0.00

Action Items kept current using the FA No-Contact Speedbuttons, or by marking them canceled, done, failed, or rescheduled.Action Items kept current using the FA No-Contact Speedbuttons, or by marking them canceled, done, failed, or rescheduled.Action Items kept current using the FA No-Contact Speedbuttons, or by marking them canceled, done, failed, or rescheduled.Action Items kept current using the FA No-Contact Speedbuttons, or by marking them canceled, done, failed, or rescheduled.


Page 6

TEAM MANAGEMENTTEAM MANAGEMENTTEAM MANAGEMENTTEAM MANAGEMENT

Computer OperatorComputer OperatorComputer OperatorComputer Operator

0.50 CO hired using BGM guidelines; different person than Service or Sales Assistant.CO hired using BGM guidelines; different person than Service or Sales Assistant.CO hired using BGM guidelines; different person than Service or Sales Assistant.CO hired using BGM guidelines; different person than Service or Sales Assistant. No 0.00

0.50 CO signs Team Member Pledge.CO signs Team Member Pledge.CO signs Team Member Pledge.CO signs Team Member Pledge. No 0.00

0.50 CO has attained Associate of Computer Operations Degree.CO has attained Associate of Computer Operations Degree.CO has attained Associate of Computer Operations Degree.CO has attained Associate of Computer Operations Degree. No 0.00

0.25 “Computer Operator Duties” read by ALL team members.“Computer Operator Duties” read by ALL team members.“Computer Operator Duties” read by ALL team members.“Computer Operator Duties” read by ALL team members. No 0.00

0.50 “Computer Operator Duties” implemented by the CO.“Computer Operator Duties” implemented by the CO.“Computer Operator Duties” implemented by the CO.“Computer Operator Duties” implemented by the CO. No 0.00

0.50 CO emails Weekly Statistics Report to BGM weekly.CO emails Weekly Statistics Report to BGM weekly.CO emails Weekly Statistics Report to BGM weekly.CO emails Weekly Statistics Report to BGM weekly. No 0.00

0.50 CO has attained Bachelor of Computer Operations Degree.CO has attained Bachelor of Computer Operations Degree.CO has attained Bachelor of Computer Operations Degree.CO has attained Bachelor of Computer Operations Degree. No 0.00

0.50 No 0.00

0.50 No 0.00

0.50 Has attained Master of Computer Operations Degree.Has attained Master of Computer Operations Degree.Has attained Master of Computer Operations Degree.Has attained Master of Computer Operations Degree. No 0.00

0.50 Can build or modify Speedbuttons to deploy processes.Can build or modify Speedbuttons to deploy processes.Can build or modify Speedbuttons to deploy processes.Can build or modify Speedbuttons to deploy processes. No 0.00

0.50 Can build or modify campaigns.Can build or modify campaigns.Can build or modify campaigns.Can build or modify campaigns. No 0.00

0.50 CO can create proposals using the BGM Proposal Template or other FA proposal format.CO can create proposals using the BGM Proposal Template or other FA proposal format.CO can create proposals using the BGM Proposal Template or other FA proposal format.CO can create proposals using the BGM Proposal Template or other FA proposal format. No 0.00

1.50 CO meticulously follows steps on current CO’s Daily Task Checklist.CO meticulously follows steps on current CO’s Daily Task Checklist.CO meticulously follows steps on current CO’s Daily Task Checklist.CO meticulously follows steps on current CO’s Daily Task Checklist. No 0.00

0.50 “New or Revised Message Checklist” used for all new or revised messages.“New or Revised Message Checklist” used for all new or revised messages.“New or Revised Message Checklist” used for all new or revised messages.“New or Revised Message Checklist” used for all new or revised messages. No 0.00

0.50 Copy of “NO NOs, NEVERS, ALWAYS and DON'Ts” posted in work area.Copy of “NO NOs, NEVERS, ALWAYS and DON'Ts” posted in work area.Copy of “NO NOs, NEVERS, ALWAYS and DON'Ts” posted in work area.Copy of “NO NOs, NEVERS, ALWAYS and DON'Ts” posted in work area. No 0.00

0.75 0.25 Question marks in Database statistics less than 10% for clients.Question marks in Database statistics less than 10% for clients.Question marks in Database statistics less than 10% for clients.Question marks in Database statistics less than 10% for clients. No 0.00

0.10 Data in key fields made current. No 0.00

0.10 Assign Wealth values for all clients. No 0.00

0.10 Assign CG Type values for all clients. No 0.00

0.10 Assign Book values for all clients. No 0.00

0.10 Working with FA, enter correct Source. Where Source equals referral, CO uses New Association Wizard to connect referror and referral. No 0.00

0.50 At least one primary interest shown for all clients and 50% of prospects so targeting can occur.At least one primary interest shown for all clients and 50% of prospects so targeting can occur.At least one primary interest shown for all clients and 50% of prospects so targeting can occur.At least one primary interest shown for all clients and 50% of prospects so targeting can occur. No 0.00

0.50 At least one Investment Type is added for each client.At least one Investment Type is added for each client.At least one Investment Type is added for each client.At least one Investment Type is added for each client. No 0.00

0.50 Using beneficiary forms, enter all beneficiaries and map to the benefactor’s CG.Using beneficiary forms, enter all beneficiaries and map to the benefactor’s CG.Using beneficiary forms, enter all beneficiaries and map to the benefactor’s CG.Using beneficiary forms, enter all beneficiaries and map to the benefactor’s CG. No 0.00

0.50 Electronic client files are linked to Info Sheet through the Browser field.Electronic client files are linked to Info Sheet through the Browser field.Electronic client files are linked to Info Sheet through the Browser field.Electronic client files are linked to Info Sheet through the Browser field. No 0.00

0.50 No 0.00

CO reviews Weekly Statistics Report, takes it to weekly staff meeting and recommends issues that need handling.CO reviews Weekly Statistics Report, takes it to weekly staff meeting and recommends issues that need handling.CO reviews Weekly Statistics Report, takes it to weekly staff meeting and recommends issues that need handling.CO reviews Weekly Statistics Report, takes it to weekly staff meeting and recommends issues that need handling.

Once a year, CO works with FA or other staff with detailed client knowledge to execute “Data Purity” procedure.Once a year, CO works with FA or other staff with detailed client knowledge to execute “Data Purity” procedure.Once a year, CO works with FA or other staff with detailed client knowledge to execute “Data Purity” procedure.Once a year, CO works with FA or other staff with detailed client knowledge to execute “Data Purity” procedure.

CO understands and uses the instructions in the Relationship Mapping White Paper for creating associations.CO understands and uses the instructions in the Relationship Mapping White Paper for creating associations.CO understands and uses the instructions in the Relationship Mapping White Paper for creating associations.CO understands and uses the instructions in the Relationship Mapping White Paper for creating associations.

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Service AssistantService AssistantService AssistantService Assistant

0.50 Service Assistant signs Confidentiality Agreement with FA.Service Assistant signs Confidentiality Agreement with FA.Service Assistant signs Confidentiality Agreement with FA.Service Assistant signs Confidentiality Agreement with FA. No 0.00

0.50 SV is trained to Associate’s level at BGM University.SV is trained to Associate’s level at BGM University.SV is trained to Associate’s level at BGM University.SV is trained to Associate’s level at BGM University. No 0.00

0.50 Service Assistant’s name is printed on FA’s business card with appropriate service title.Service Assistant’s name is printed on FA’s business card with appropriate service title.Service Assistant’s name is printed on FA’s business card with appropriate service title.Service Assistant’s name is printed on FA’s business card with appropriate service title. No 0.00

0.50 No 0.00

0.50 No 0.00

1.00 Service Assistant not assigned Sales or CO duties.Service Assistant not assigned Sales or CO duties.Service Assistant not assigned Sales or CO duties.Service Assistant not assigned Sales or CO duties. No 0.00

0.50 FA has granted and SV has accepted 100% responsibility for all client service issues. FA has granted and SV has accepted 100% responsibility for all client service issues. FA has granted and SV has accepted 100% responsibility for all client service issues. FA has granted and SV has accepted 100% responsibility for all client service issues. No 0.00

0.50 SV trained to Bachelor’s level.SV trained to Bachelor’s level.SV trained to Bachelor’s level.SV trained to Bachelor’s level. No 0.00

0.50 Service Assistant (or other staff) cross-trained as a Masters-level CO to ensure CO job is being done correctly.Service Assistant (or other staff) cross-trained as a Masters-level CO to ensure CO job is being done correctly.Service Assistant (or other staff) cross-trained as a Masters-level CO to ensure CO job is being done correctly.Service Assistant (or other staff) cross-trained as a Masters-level CO to ensure CO job is being done correctly. No 0.00

0.50 SV uses the Speedbuttons in the Service Issues Speedbutton Group to meticulously document all service issues.SV uses the Speedbuttons in the Service Issues Speedbutton Group to meticulously document all service issues.SV uses the Speedbuttons in the Service Issues Speedbutton Group to meticulously document all service issues.SV uses the Speedbuttons in the Service Issues Speedbutton Group to meticulously document all service issues. No 0.00

0.50 SV is trained to the point he or she can handle all client service issues.SV is trained to the point he or she can handle all client service issues.SV is trained to the point he or she can handle all client service issues.SV is trained to the point he or she can handle all client service issues. No 0.00

0.50 Service Assistant is registered.Service Assistant is registered.Service Assistant is registered.Service Assistant is registered. No 0.00

0.50 Clients no longer ask for the FA for service.Clients no longer ask for the FA for service.Clients no longer ask for the FA for service.Clients no longer ask for the FA for service. No 0.00

0.50 0.20 SV follows the Ritz Carlton “Three Steps of Service.”SV follows the Ritz Carlton “Three Steps of Service.”SV follows the Ritz Carlton “Three Steps of Service.”SV follows the Ritz Carlton “Three Steps of Service.” No 0.00

0.10 1. A warm and sincere greeting. Use the guest’s name. No 0.00

0.10 2. Anticipation and fulfillment of each guest’s need. No 0.00

0.10 3. Fond farewell. Give a warm good-bye and use the guest’s name. No 0.00

0.50 Control of FA’s calendar turned over to Service Assistant. Control of FA’s calendar turned over to Service Assistant. Control of FA’s calendar turned over to Service Assistant. Control of FA’s calendar turned over to Service Assistant. No 0.00

0.50 Actively helps FA implement the rule, “The FA never handles service alone.” Actively helps FA implement the rule, “The FA never handles service alone.” Actively helps FA implement the rule, “The FA never handles service alone.” Actively helps FA implement the rule, “The FA never handles service alone.” No 0.00

0.50 Housekeeping done with FA each afternoon using the SV/FA Housekeeping Speedbutton. Housekeeping done with FA each afternoon using the SV/FA Housekeeping Speedbutton. Housekeeping done with FA each afternoon using the SV/FA Housekeeping Speedbutton. Housekeeping done with FA each afternoon using the SV/FA Housekeeping Speedbutton. No 0.00

0.50 While a service problem is still open, SV calls or emails the client frequently so client does not worry and call.While a service problem is still open, SV calls or emails the client frequently so client does not worry and call.While a service problem is still open, SV calls or emails the client frequently so client does not worry and call.While a service problem is still open, SV calls or emails the client frequently so client does not worry and call. No 0.00

0.50 Service Assistant tracks # of service issues handled. See SV Daily/Weekly Reports. Service Assistant tracks # of service issues handled. See SV Daily/Weekly Reports. Service Assistant tracks # of service issues handled. See SV Daily/Weekly Reports. Service Assistant tracks # of service issues handled. See SV Daily/Weekly Reports. No 0.00

0.50 If off post, ensures his or her replacement answers phone properly.If off post, ensures his or her replacement answers phone properly.If off post, ensures his or her replacement answers phone properly.If off post, ensures his or her replacement answers phone properly. No 0.00

0.50 No 0.00

0.50 When encountering a service issue, other staff routinely refer it to the SV.When encountering a service issue, other staff routinely refer it to the SV.When encountering a service issue, other staff routinely refer it to the SV.When encountering a service issue, other staff routinely refer it to the SV. No 0.00

0.50 Service Assistant maintains master files for campaigns as instructed by Campaign Order Forms.Service Assistant maintains master files for campaigns as instructed by Campaign Order Forms.Service Assistant maintains master files for campaigns as instructed by Campaign Order Forms.Service Assistant maintains master files for campaigns as instructed by Campaign Order Forms. No 0.00

0.50 “Appointment Preparation Checklist” is in daily use, producing a consistent client experience.“Appointment Preparation Checklist” is in daily use, producing a consistent client experience.“Appointment Preparation Checklist” is in daily use, producing a consistent client experience.“Appointment Preparation Checklist” is in daily use, producing a consistent client experience. No 0.00

0.50 SV Speedbuttons employed to track pending service issues.SV Speedbuttons employed to track pending service issues.SV Speedbuttons employed to track pending service issues.SV Speedbuttons employed to track pending service issues. No 0.00

0.50 Service Assistant routinely ensures Red Carpet Speedbuttons are being used for new clients.Service Assistant routinely ensures Red Carpet Speedbuttons are being used for new clients.Service Assistant routinely ensures Red Carpet Speedbuttons are being used for new clients.Service Assistant routinely ensures Red Carpet Speedbuttons are being used for new clients. No 0.00

1.00 0.50 Service Assistant is handling all client service problems, protecting the FA’s time and managing the office.Service Assistant is handling all client service problems, protecting the FA’s time and managing the office.Service Assistant is handling all client service problems, protecting the FA’s time and managing the office.Service Assistant is handling all client service problems, protecting the FA’s time and managing the office. No 0.00

0.25 FA does not routinely give out cell number to clients and, if this has been done, forwards his or her cell phone to SV during business hours. No 0.00

0.25 Service Assistant (or in the case of a large office, a Service Receptionist) screens all calls using SV Call-Screening Script and, where the matter

is investment related, schedules follow-up in-person or telephone appointments. No 0.00

SV is performing adequate service support (screens calls for at least 4 hours/day, handles most service problems, and defers remaining issues to SV is performing adequate service support (screens calls for at least 4 hours/day, handles most service problems, and defers remaining issues to SV is performing adequate service support (screens calls for at least 4 hours/day, handles most service problems, and defers remaining issues to SV is performing adequate service support (screens calls for at least 4 hours/day, handles most service problems, and defers remaining issues to

a time block as specified by the FA.)a time block as specified by the FA.)a time block as specified by the FA.)a time block as specified by the FA.)

Following the policy, “Introducing a New SV,” a new SV is properly introduced to clients and Strategic Partners.Following the policy, “Introducing a New SV,” a new SV is properly introduced to clients and Strategic Partners.Following the policy, “Introducing a New SV,” a new SV is properly introduced to clients and Strategic Partners.Following the policy, “Introducing a New SV,” a new SV is properly introduced to clients and Strategic Partners.

Compensation plan in place gives SV incentive to help FA increase production taking all service issues off the FA’s plate.Compensation plan in place gives SV incentive to help FA increase production taking all service issues off the FA’s plate.Compensation plan in place gives SV incentive to help FA increase production taking all service issues off the FA’s plate.Compensation plan in place gives SV incentive to help FA increase production taking all service issues off the FA’s plate.

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Sales AssistantSales AssistantSales AssistantSales Assistant

0.50 SA hired using BGM hiring guidelines; different person than SV or CO.SA hired using BGM hiring guidelines; different person than SV or CO.SA hired using BGM hiring guidelines; different person than SV or CO.SA hired using BGM hiring guidelines; different person than SV or CO. No 0.00

0.50 SA signs Confidentiality Agreement with FA. SA signs Confidentiality Agreement with FA. SA signs Confidentiality Agreement with FA. SA signs Confidentiality Agreement with FA. No 0.00

2.00 0.50 New SA launched. New SA launched. New SA launched. New SA launched. No 0.00

0.25 Establish a working space in your office. No 0.00

0.25 SA through initial training as specified in Sales Assistant Hiring Pack. No 0.00

0.25 Have SA do some cold calling for a week or more. No 0.00

0.25 Send the Intro Letter, followed by the SA Cold Calling. No 0.00

0.25 Complete the apprenticeship. No 0.00

0.25 SA calls from inside FA’s office daily until fully qualified to operate independently. No 0.00

0.50 No 0.00

0.75 Has adapted SA Daily Task Checklist to FA Model Day and uses it routinely. Has adapted SA Daily Task Checklist to FA Model Day and uses it routinely. Has adapted SA Daily Task Checklist to FA Model Day and uses it routinely. Has adapted SA Daily Task Checklist to FA Model Day and uses it routinely. No 0.00

0.75 No 0.00

0.75 SA has daily planning meeting with FA following the “Daily SA/Advisor Planning Meeting” checklist.SA has daily planning meeting with FA following the “Daily SA/Advisor Planning Meeting” checklist.SA has daily planning meeting with FA following the “Daily SA/Advisor Planning Meeting” checklist.SA has daily planning meeting with FA following the “Daily SA/Advisor Planning Meeting” checklist. No 0.00

1.00 Get SA through the Prospecting Mastery or Mastering Relationship Management Course.Get SA through the Prospecting Mastery or Mastering Relationship Management Course.Get SA through the Prospecting Mastery or Mastering Relationship Management Course.Get SA through the Prospecting Mastery or Mastering Relationship Management Course. No 0.00

0.50 SA is registered. SA is registered. SA is registered. SA is registered. No 0.00

1.00 0.50 Effectively manages strategic partner network.Effectively manages strategic partner network.Effectively manages strategic partner network.Effectively manages strategic partner network. No 0.00

0.10 Potential strategic partners are mapped per “White Paper-Relationship Mapping.” No 0.00

0.15 Strategic Partner prospects and clients receive monthly drip and 90 day no contact communications. No 0.00

0.15 As high priority, finds referral opportunities for Strategic Partner network. No 0.00

0.10 Maintains “Strategic Partner Notebook” on each partner per the white paper, “The Strategic Partner Process.” No 0.00

0.50 Seven critical relationships understood, and are mapped correctly in the DB.Seven critical relationships understood, and are mapped correctly in the DB.Seven critical relationships understood, and are mapped correctly in the DB.Seven critical relationships understood, and are mapped correctly in the DB. No 0.00

0.50 Customize “Relationship Mapping RUF.” Make sure it is in use by FA and SA.Customize “Relationship Mapping RUF.” Make sure it is in use by FA and SA.Customize “Relationship Mapping RUF.” Make sure it is in use by FA and SA.Customize “Relationship Mapping RUF.” Make sure it is in use by FA and SA. No 0.00

1.00 SA routinely sets in-person and telephone appointments as defined by FA’s personal Model Day.SA routinely sets in-person and telephone appointments as defined by FA’s personal Model Day.SA routinely sets in-person and telephone appointments as defined by FA’s personal Model Day.SA routinely sets in-person and telephone appointments as defined by FA’s personal Model Day. No 0.00

0.50 No 0.00

0.50 No 0.00

1.00 No 0.00

109.75 110 Gorilla Chart Items Completed - 0%

Referrals and at least one other Gorilla campaign are producing the FA’s target number of new clients/new assets.Referrals and at least one other Gorilla campaign are producing the FA’s target number of new clients/new assets.Referrals and at least one other Gorilla campaign are producing the FA’s target number of new clients/new assets.Referrals and at least one other Gorilla campaign are producing the FA’s target number of new clients/new assets.

Compensation plan in place that rewards for increases in production above SA’s breakeven level as per SA compensation.Compensation plan in place that rewards for increases in production above SA’s breakeven level as per SA compensation.Compensation plan in place that rewards for increases in production above SA’s breakeven level as per SA compensation.Compensation plan in place that rewards for increases in production above SA’s breakeven level as per SA compensation.

SA tracks daily activity using the SA Daily Stats Worksheet and compiles Daily Stats Worksheets onto SA Daily/Weekly Report and reviews it on a SA tracks daily activity using the SA Daily Stats Worksheet and compiles Daily Stats Worksheets onto SA Daily/Weekly Report and reviews it on a SA tracks daily activity using the SA Daily Stats Worksheet and compiles Daily Stats Worksheets onto SA Daily/Weekly Report and reviews it on a SA tracks daily activity using the SA Daily Stats Worksheet and compiles Daily Stats Worksheets onto SA Daily/Weekly Report and reviews it on a

weekly basis with FA.weekly basis with FA.weekly basis with FA.weekly basis with FA.

On 90 DNC and other client calls, SA develops names of family and high net worth individuals connected to clients.On 90 DNC and other client calls, SA develops names of family and high net worth individuals connected to clients.On 90 DNC and other client calls, SA develops names of family and high net worth individuals connected to clients.On 90 DNC and other client calls, SA develops names of family and high net worth individuals connected to clients.

Assists in planning birthday lunches, fun events, special events, educational events, and appreciation events in accordance with the FA’s budget. Assists in planning birthday lunches, fun events, special events, educational events, and appreciation events in accordance with the FA’s budget. Assists in planning birthday lunches, fun events, special events, educational events, and appreciation events in accordance with the FA’s budget. Assists in planning birthday lunches, fun events, special events, educational events, and appreciation events in accordance with the FA’s budget.

Uses names mapped to client record to suggest possible guests.Uses names mapped to client record to suggest possible guests.Uses names mapped to client record to suggest possible guests.Uses names mapped to client record to suggest possible guests.

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Documents

110 Chart Spreadsheet for Download - Bill Good Chart...If you want to double your production or work half as much, then the 110% Gorilla Chart is your indispensable, mission-critical,