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Delegation Wish List

Simon Reilly

My Delegation Wish List of things that is over and above the Job Description for our new Administrative Assistant;

Planning

  • Assist With What I Call The Empty My Head Process
  • Create A Filing System
  • Document Meeting Minutes
  • Order Business Books

Financial

  •  Update Budget Cash Flow At Month End

Articles, Blogs, E-Newsletters, Social Networking

  • Research Financial Advisor Coaching / Speaking Competitors And Publications For Articles And Mash Up / Write New Article Opportunities With Leading Advisor Material C/W Key Words
  • Add Key Words To Blog
  • Proof Blog
  • Remove Spam From Blog
  • Add Key Words To E-Newsletter
  • Proof E-Newsletter
  • Proof E-Newsletter
  •  Update Facebook, Clicker, Ning With Leading Advisor Material C/W Key Words

 Speaking Marketing

  • Financial Advisor Speaking Presentation Follow Up For Debrief / Testimonials
  • Research US Financial Advisor Associations & Publications
  • Speaking Marketing Plan
  • Speaking Prospect E-Mail Broadcast, Fax And Postcard

Website

  • Inventory Book List And Post To Blog And Website
  • Proof Website

 Coaching

  •  Forward Coaching Call Follow Up E-Mails With Audio, Copy To File And File

Products

  • Create E-Book Using Audio, Cover & Graphics, PowerPoint, Transcription
  • Research E-Book Themes And Create E- Books Of Blogs – Titles To Be Determined
  • Create Generic Curing The Unmet Needs Disease Book
  • Send Books To Past Clients

 Sales

  • Call Clients For Referrals & Testimonials
  • Call / E-Mail Prospects With Issues, Progress Question And Sale Request
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