Serve Clients Better, Grow Your Practice Faster
Learn the prioritization system that helps top advisors balance client service, compliance requirements, and business development. Start with our free templates.
Free printable Eisenhower Matrix templates for financial advisors. No email required.
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Your Client-First Priority Framework
This proven system helps you balance urgent client needs with important long-term planning, ensuring you deliver value while growing your practice sustainably.
Urgent & Important
Client critical - handle immediately
Example: Market crisis response, compliance deadlines, client emergencies
Not Urgent & Important
Wealth building - your value zone
Example: Financial planning, portfolio research, client relationships
Routine tasks - leverage support
Example: Account paperwork, meeting scheduling, data entry
Time wasters - eliminate these
Example: Excessive market watching, perfectionist reports, non-ideal prospects
Focus on high-impact planning instead of reactive fire-fighting.
Stay ahead of regulatory requirements without the last-minute panic.
Build your practice strategically while maintaining service excellence.
Choose your format below
Clients, compliance, planning, business development
Use our advisor-specific questions
Designed by successful advisors who understand the balance
All the power of paper, plus advisor-specific features
"Review Johnson retirement portfolio allocation before next meeting"
Transcript:
"Schedule quarterly review with Smith family for tax planning"
AI Parsed Result:
Task: Smith family quarterly review - tax planning
Due: Next quarter
Quadrant: Q2 - Not Urgent & Important
Visual priority management for your book
A-Client
Estate planning review - Johnsons
B-Client
401k rollover consultation
Prospect
Initial meeting - referral from CPA
Separate boards for planning, investments, and business
Financial Planning Tasks
Client statements, plans, compliance docs - encrypted and organized
Investment Policy Statement.pdf
245 KB • PDF Document
Financial Plan Draft.docx
128 KB • Word Document
Risk Tolerance Results.jpg
1.2 MB • Image
Pro tip: All attachments are securely stored and can be viewed directly in the app without downloading.
Quarterly reviews, annual planning, rebalancing reminders
Weekly Quizzes (Auto-recurring)
Team Meetings (Every Tuesday)
Check priorities between client meetings