The Productivity Management Spreadsheet allows advisors to take an in-depth look at what they are doing through each day of the week. Some activities are more important than others. This spreadsheet assigns point values to the activities you do. The higher the point values, the more important it is for you to do those activities. Track how many points you score each day and challenge yourself. There is a direct correlation between how many points you score and your total production.

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Price: $10.00