Weekly Ops Agenda Template for RIA Advisors & Teams
With this template, you'll have everything you need to run an efficient and effective operations meeting that gets everyone on the same page.
This operations agenda template is perfect for RIA Advisors and their teams to structure weekly meetings. It will provide the structure for the meeting, including areas that should be captured and tips for using your CRM. It will provide clarification on roles and responsibilities and get the entire team involved, creating accountability and buy-in.
With this template, you'll have everything you need to run an efficient and effective operations meeting that gets everyone on the same page.
This operations agenda template is perfect for RIA Advisors and their teams to structure weekly meetings. It will provide the structure for the meeting, including areas that should be captured and tips for using your CRM. It will provide clarification on roles and responsibilities and get the entire team involved, creating accountability and buy-in.
With this template, you'll have everything you need to run an efficient and effective operations meeting that gets everyone on the same page.
This operations agenda template is perfect for RIA Advisors and their teams to structure weekly meetings. It will provide the structure for the meeting, including areas that should be captured and tips for using your CRM. It will provide clarification on roles and responsibilities and get the entire team involved, creating accountability and buy-in.