Process Composer

Honelako gehiago

Business ethics

DIANA MAGALY LEYVA PEREZ‑k egina

4 principles of marketing strategy /Brian Tracy

Jessica Sierra‑k egina

Task Based Language Teaching

Belén Ichina‑k egina

THRIFT SHOP finish

JOSEPHINE SATRIADI JOSEPHINE SATRIADI‑k egina

Process Composer

Client

Other Service

Client Death

Greeting Card

Meeting Need/Request

Report Request

Planning: Other

Allocation Change

Estate Review

Insurance Review

Edu Planning

Retirement Projection

Planning: Tax

RMD Processing

Tax Prep

YE Tax Planning

Charitable Contribution

Roth Conversion

Cash Management

Journal

Trading Contribution

Check Received

ACH Recurring

ACH/Wire Out

ACH/Wire IN

TDAI Account Admin

Beneficiary Chagne

LOI

Retitling/Repapering

Move Money Form

New Account

Account Transfer

Other

529

Model Change (client)

Model Change

Distrobution

Contribution

Account Opening

401(k)

Annual Sequence

Quarterly Reports/Billing

Firm

Compliance

New Process

Investment Due-Diligence

Vendor Due-Diligence

Annual Sequence?

Marketing

Mass Email

Deliverable Review

Web update

Employee

Quarterly Review

PTO Request

Events

CAB Event

Client Event

Sponsorship of Event

Prospect (Transition)

Onboarding

Termination

Entire Process (Discovery)