Weekly Report Step 1 of 6 16% Advisor Name*Ben EnlowCourtney HathcockDalton McConnellDylan BuhrowJason TeelLee SiegelMelissa FruscellaRory BarcheskiTravis GrayDate* MM slash DD slash YYYY HPOTW (High Point of the Week)LPOTW (Low Point of the Week) New Business Sales*Current Monthly Close Rate* Total New Lead Opportunities* Deals you expect to close this week* Total value of deals you expect to close this week* New leads from RPs last week*RP meetings/visits you completed last week* RP meetings/visits you have scheduled this week* What specifically are you going to do this week to develop your pipeline from RPs?Networking events you attended last week* Networking events you have scheduled this week* What are your critical goals and tasks for the week?* Weekly schedule snapshotDayWhat/WhereWhen List when you plan to be out of the office this week. Include if it is work related (RP meetings, networking events, etc.) or personal (vacation, medical, school, etc.). Do you have any questions for me? Do you need any help or additional resources?