C a l e n d a r

2022
Ready to protect more families
2022 Challenge

2022 Challenge
 C a l e n d a r

2022
Ready to protect more families
2022 CC hh a
2022 a ll ll eenngge e

1. Conduct a group seminar to educate people about financial Planning □

2. Meet at least _______ prospects a day/week and educate them. □
3. Read up on _______ Books about financial planning to upgrade my knowledge □
4. Make sure 50 families get protected by me. □
5. Close 3 Big Cases □
6. Reach out 30 friends who I have not been speaking to □
7. Follow up with my at least 50 of my existing clients. □
8. Attend a t least 5 social networking events □
9. Make sure I hit 50% of my sales target by may 2022. □
10. Share at least 30 financial tips on my social media □
11. Approach at least 10 random strangers and educate them on financial planning. □
12. Watch at least ___hours of videos on youtube to upgrade my financial knowledge. □
 Start of the Month End of the Month
Number of prospect to meet this Months Actual Number of prospects I Met.
01-Jan Actual number of cases closed this Month Closing Ratio %
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1 New Year's Day
Have you met at least 15 prospects this
months? if not you are legging behind!

2 3 4 5 6 7 8

Client Thanks giving Day

Today is the day where you reach out to

atleast 10 of your clients to keep in touch 9 10 11 12 13 14 15
with them.

Urgency Day 16 17 18 19 20 21 22
if you are still not at 70% of your target ,
you had better be worried and should start
Meeting more prospects.

23 24 25 26 27 28 29

Family Time
while being advisor keeps you busy, don’t

forget to spent time with your loved ones 30 31 Notes

today
 Start of the Month End of the Month
Number of prospect to meet this Months Actual Number of prospects I Met.
01-Feb
Actual number of cases closed this Month Closing Ratio %
Sunday Monday Tuesday Wednesday Thursday Friday Saturday

Have you met at least 15 prospects this

months? if not you are legging behind!

6 7 8 9 10 11 12

Client Thanks giving Day

Today is the day where you reach out to 13 14 Valentine's Day 15 16 17 18 19

atleast 10 of your clients to keep in touch
with them.

20 21 22 23 24 25 26
Urgency Day
if you are still not at 70% of your target ,
you had better be worried and should start
Meeting more prospects.
27 28

Family Time
while being advisor keeps you busy, don’t Notes
forget to spent time with your loved ones
today
 Start of the Month End of the Month
Number of prospect to meet this Months Actual Number of prospects I Met.
01-Mar Actual number of cases closed this Month Closing Ratio %
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1 2 3 4 5
Have you met at least 15 prospects this
months? if not you are legging behind!

6 7 8 9 10 11 12

Client Thanks giving Day

Today is the day where you reach out to

atleast 10 of your clients to keep in touch 13 14 15 16 17 18 19
with them.

Urgency Day 20 21 22 23 24 25 26
if you are still not at 70% of your target ,
you had better be worried and should start
Meeting more prospects.

27 28 29 30 31

Family Time
while being advisor keeps you busy, don’t

forget to spent time with your loved ones Notes

today
 Start of the Month End of the Month
Number of prospect to meet this Months Actual Number of prospects I Met.
01-Apr Actual number of cases closed this Month Closing Ratio %
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1 April Fool's Day 2
Have you met at least 15 prospects this
months? if not you are legging behind!

3 Ramadan begins 4 5 6 7 8 9

Client Thanks giving Day

Today is the day where you reach out to

atleast 10 of your clients to keep in touch 10 11 12 13 14 15 Good Friday 16 Passover
with them.

Urgency Day 17 Easter 18 Taxes Due 19 20 21 22 Earth Day 23

if you are still not at 70% of your target ,
you had better be worried and should start
Meeting more prospects.

24 25 26 27 Admin Assist Day 28 29 30

Family Time
while being advisor keeps you busy, don’t

forget to spent time with your loved ones Notes

today
 Start of the Month End of the Month
Number of prospect to meet this Months Actual Number of prospects I Met.
01-May Actual number of cases closed this Month Closing Ratio %
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1 2 3 4 5 6 7
Have you met at least 15 prospects this
months? if not you are legging behind!

8 Mother's Day 9 10 11 12 13 14

Client Thanks giving Day

Today is the day where you reach out to

atleast 10 of your clients to keep in touch 15 16 17 18 19 20 21
with them.

Urgency Day 22 23 24 25 26 27 28
if you are still not at 70% of your target ,
you had better be worried and should start
Meeting more prospects.

29 30 Memorial Day 31

Family Time
while being advisor keeps you busy, don’t

forget to spent time with your loved ones Notes

today
 Start of the Month End of the Month
Number of prospect to meet this Months Actual Number of prospects I Met.
01-Jun Actual number of cases closed this Month Closing Ratio %
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1 2 3 4
Have you met at least 15 prospects this
months? if not you are legging behind!

5 6 7 8 9 10 11

Client Thanks giving Day

Today is the day where you reach out to

atleast 10 of your clients to keep in touch 12 13 14 15 16 17 18
with them.

Urgency Day 19 Father's Day 20 21 22 23 24 25

if you are still not at 70% of your target ,
you had better be worried and should start
Meeting more prospects.

26 27 28 29 30

Family Time
while being advisor keeps you busy, don’t

forget to spent time with your loved ones Notes

today
 Start of the Month End of the Month
Number of prospect to meet this Months Actual Number of prospects I Met.
01-Jul Actual number of cases closed this Month Closing Ratio %
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1 2
Have you met at least 15 prospects this
months? if not you are legging behind!

3 4 Independence Day 5 6 7 8 9

Client Thanks giving Day

Today is the day where you reach out to

atleast 10 of your clients to keep in touch 10 11 12 13 14 15 16
with them.

Urgency Day 17 18 19 20 21 22 23
if you are still not at 70% of your target ,
you had better be worried and should start
Meeting more prospects.

24 Parents' Day 25 26 27 28 29 30

Family Time
while being advisor keeps you busy, don’t

forget to spent time with your loved ones 31 Notes

today
 Start of the Month End of the Month
Number of prospect to meet this Months Actual Number of prospects I Met.
01-Aug Actual number of cases closed this Month Closing Ratio %
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1 2 3 4 5 6
Have you met at least 15 prospects this
months? if not you are legging behind!

7 8 9 10 11 12 13

Client Thanks giving Day

Today is the day where you reach out to

atleast 10 of your clients to keep in touch 14 15 16 17 18 19 20
with them.

Urgency Day 21 22 23 24 25 26 27
if you are still not at 70% of your target ,
you had better be worried and should start
Meeting more prospects.

28 29 30 31

Family Time
while being advisor keeps you busy, don’t

forget to spent time with your loved ones Notes

today
 Start of the Month End of the Month
Number of prospect to meet this Months Actual Number of prospects I Met.
01-Sep Actual number of cases closed this Month Closing Ratio %
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1 2 3
Have you met at least 15 prospects this
months? if not you are legging behind!

4 5 6 7 8 9 10

Client Thanks giving Day

Today is the day where you reach out to

atleast 10 of your clients to keep in touch 11 Patriot Day 12 13 14 15 16 17
with them.

Urgency Day 18 19 20 21 22 23 24
if you are still not at 70% of your target ,
you had better be worried and should start
Meeting more prospects.

25 26 27 28 29 30

Family Time
while being advisor keeps you busy, don’t

forget to spent time with your loved ones Notes

today
 Start of the Month End of the Month
Number of prospect to meet this Months Actual Number of prospects I Met.
01-Oct Actual number of cases closed this Month Closing Ratio %
Sunday Monday Tuesday Wednesday Thursday Friday Saturday

Have you met at least 15 prospects this

months? if not you are legging behind!

2 3 4 5 6 7 8

Client Thanks giving Day

Today is the day where you reach out to 9 10 11 12 13 14 15 Sweetest Day

atleast 10 of your clients to keep in touch
with them.

16 Boss's Day 17 18 19 20 21 22
Urgency Day
if you are still not at 70% of your target ,
you had better be worried and should start
Meeting more prospects.
23 24 25 26 27 28 29

Family Time
while being advisor keeps you busy, don’t 30 31 Notes
forget to spent time with your loved ones
today
 Start of the Month End of the Month
Number of prospect to meet this Months Actual Number of prospects I Met.
01-Nov Actual number of cases closed this Month Closing Ratio %
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1 2 3 4 5
Have you met at least 15 prospects this
months? if not you are legging behind!

6 Daylight Saving 7 8 9 10 11 12

Client Thanks giving Day

Today is the day where you reach out to

atleast 10 of your clients to keep in touch 13 14 15 16 17 18 19
with them.

Urgency Day 20 21 22 23 24 25 26
if you are still not at 70% of your target ,
you had better be worried and should start
Meeting more prospects.

27 28 29 30

Family Time
while being advisor keeps you busy, don’t

forget to spent time with your loved ones Notes

today
 Start of the Month End of the Month
Number of prospect to meet this Months Actual Number of prospects I Met.
01-Dec Actual number of cases closed this Month Closing Ratio %
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1 2 3
Have you met at least 15 prospects this
months? if not you are legging behind!

4 5 6 7 8 9 10

Client Thanks giving Day

Today is the day where you reach out to

atleast 10 of your clients to keep in touch 11 12 13 14 15 16 17
with them.

Urgency Day 18 19 20 21 22 23 24
if you are still not at 70% of your target ,
you had better be worried and should start
Meeting more prospects.

25 26 27 28 29 30 31

Family Time
while being advisor keeps you busy, don’t

forget to spent time with your loved ones Notes

today