GH MENDOZA HIERARCHY

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GH MENDOZA HIERARCHY

WEEKLY ADVISOR PERFORMANCE REPORT

PLEASE REPORT ONLY YOUR OWN/PERSONAL KEY PERFORMANCE ACTIVITIES.
Do not include performance or income generated by your team.

Advisor Information

Weekly Activity

Seg Funds/AUM

Results & Goals

Accountability

Reflection

Commitment

Consistent
activity creates
consistent
results.

Keep building,
keep growing! 🚀

Your personal information here...

Weekly Reporting Period *

First Name *

Last Name *

Phone *

Confirm Email Address *

SVP / EVP's Name *

Leader's Email Address *

Please share your personal key performance activities for this week.

📞 Called / Texted *

How many prospects/clients did you personally call or text?

🖥️ # of Presentations *

How many presentations did you personally conduct?

📝 # of Closed / Submitted Apps *

How many applications did you personally close/submit?

🛡️ # of Settled Policies *

How many of your personally submitted policies settled?

🔄 # of Policy Reviews *

How many policy reviews did you personally conduct?

🔄 # of Policy Change & Conversions *

How many policy change and conversions did you personally conduct?

Please share your personal investment/Seg Fund activities for this week that builds up your AUM (Assets Under Management).

📝 # of Seg Funds Applications Submitted *

RRSP
TFSA
FHSA
LIRA
RESP
Non-Registered

How many investment accounts are submitted this week?

✅ # of New Accounts Funded *

How many of your personally submitted investment accounts received funding this week?

💵 Total New Deposits This Week *

CA$

What was the total dollar value of new investment deposits funded this week?

Please share your actual results and weekly goals.

🎯 Next Promotion Goal *

🎯 Target Date *

💲 Weekly Income Goal *

CA$

How much is your weekly target income?

💲 Actual Income This Week *

CA$

How much total commission did you receive this week?

👤 Target # of Recruits/NBAs *

What is your target number of recruits/NBAs??

👤 Actual # of Direct Recruits/NBAs *

How many direct recruits/NBAs did you personally registered?

Please share your activities this week.

👤 Who is your Coaching Buddy? *

🏢 Did you attend the In-Person Office PPDT / LYD (Live Your Dream) session? *

Yes

No

🏢 Which Greatway Office did you attend? *

👨🏻‍💼👩‍💼 Did you bring your OWN guest to the In-Person Office BPM (Business Presentation Meeting)? *

Yes

No

👨🏻‍💼👩‍💼 How many guest/s did you bring to the office this week? *

Please share your learnings and areas of improvement.

What went well this week? *

What challenges did you encounter? *

What will you improve next week? *

Your commitment and confirmation.

Main commitment for next week *

Additional Notes

I confirm that the information I submitted is accurate and reflects my personal income-producing activities for the week.

Advisor Information

Weekly Activity

Seg Funds/AUM

Results & Goals

Accountability

Reflection

Commitment

Consistent
activity creates
consistent
results.

Keep building,
keep growing! 🚀

Your personal information here...

Weekly Reporting Period *

First Name *

Last Name *

Phone *

Confirm Email Address *

SVP / EVP's Name *

Leader's Email Address *

Please share your personal key performance activities for this week.

📞 Called / Texted *

How many prospects/clients did you personally call or text?

🖥️ # of Presentations *

How many presentations did you personally conduct?

📝 # of Closed / Submitted Apps *

How many applications did you personally close/submit?

🛡️ # of Settled Policies *

How many of your personally submitted policies settled?

🔄 # of Policy Reviews *

How many policy reviews did you personally conduct?

🔄 # of Policy Change & Conversions *

How many policy change and conversions did you personally conduct?

Please share your personal investment/Seg Fund activities for this week that builds up your AUM (Assets Under Management).

📝 # of Seg Funds Applications Submitted *

RRSP
TFSA
FHSA
LIRA
RESP
Non-Registered

How many investment accounts are submitted this week?

✅ # of New Accounts Funded *

How many of your personally submitted investment accounts received funding this week?

💵 Total New Deposits This Week *

CA$

What was the total dollar value of new investment deposits funded this week?

Please share your actual results and weekly goals.

🎯 Next Promotion Goal *

🎯 Target Date *

💲 Weekly Income Goal *

CA$

How much is your weekly target income?

💲 Actual Income This Week *

CA$

How much total commission did you receive this week?

👤 Target # of Recruits/NBAs *

What is your target number of recruits/NBAs??

👤 Actual # of Direct Recruits/NBAs *

How many direct recruits/NBAs did you personally registered?

Please share your activities this week.

👤 Who is your Coaching Buddy? *

🏢 Did you attend the In-Person Office PPDT / LYD (Live Your Dream) session? *

Yes

No

🏢 Which Greatway Office did you attend? *

👨🏻‍💼👩‍💼 Did you bring your OWN guest to the In-Person Office BPM (Business Presentation Meeting)? *

Yes

No

👨🏻‍💼👩‍💼 How many guest/s did you bring to the office this week? *

Please share your learnings and areas of improvement.

What went well this week? *

What challenges did you encounter? *

What will you improve next week? *

Your commitment and confirmation.

Main commitment for next week *

Additional Notes

I confirm that the information I submitted is accurate and reflects my personal income-producing activities for the week.

Advisor Information

Weekly Activity

Seg Funds/AUM

Results & Goals

Accountability

Reflection

Commitment

Consistent
activity creates
consistent
results.

Keep building,
keep growing! 🚀

Your personal information here...

Weekly Reporting Period *

First Name *

Last Name *

Phone *

Confirm Email Address *

SVP / EVP's Name *

Leader's Email Address *

Please share your personal key performance activities for this week.

📞 Called / Texted *

How many prospects/clients did you personally call or text?

🖥️ # of Presentations *

How many presentations did you personally conduct?

📝 # of Closed / Submitted Apps *

How many applications did you personally close/submit?

🛡️ # of Settled Policies *

How many of your personally submitted policies settled?

🔄 # of Policy Reviews *

How many policy reviews did you personally conduct?

🔄 # of Policy Change & Conversions *

How many policy change and conversions did you personally conduct?

Please share your personal investment/Seg Fund activities for this week that builds up your AUM (Assets Under Management).

📝 # of Seg Funds Applications Submitted *

RRSP
TFSA
FHSA
LIRA
RESP
Non-Registered

How many investment accounts are submitted this week?

✅ # of New Accounts Funded *

How many of your personally submitted investment accounts received funding this week?

💵 Total New Deposits This Week *

CA$

What was the total dollar value of new investment deposits funded this week?

Please share your actual results and weekly goals.

🎯 Next Promotion Goal *

🎯 Target Date *

💲 Weekly Income Goal *

CA$

How much is your weekly target income?

💲 Actual Income This Week *

CA$

How much total commission did you receive this week?

👤 Target # of Recruits/NBAs *

What is your target number of recruits/NBAs??

👤 Actual # of Direct Recruits/NBAs *

How many direct recruits/NBAs did you personally registered?

Please share your activities this week.

👤 Who is your Coaching Buddy? *

🏢 Did you attend the In-Person Office PPDT / LYD (Live Your Dream) session? *

Yes

No

🏢 Which Greatway Office did you attend? *

👨🏻‍💼👩‍💼 Did you bring your OWN guest to the In-Person Office BPM (Business Presentation Meeting)? *

Yes

No

👨🏻‍💼👩‍💼 How many guest/s did you bring to the office this week? *

Please share your learnings and areas of improvement.

What went well this week? *

What challenges did you encounter? *

What will you improve next week? *

Your commitment and confirmation.

Main commitment for next week *

Additional Notes

I confirm that the information I submitted is accurate and reflects my personal income-producing activities for the week.

Integrity Check

Please report only your OWN or PERSONAL Income Producing Activities above. All submitted data is encrypted and securely processed.

Review your latest reported activities and download a PDF copy for your records.

Review & Download PDF

Integrity Check

Please report only your OWN or PERSONAL Income Producing Activities above. All submitted data is encrypted and securely processed.

Review your latest reported activities and download a PDF copy for your records.

Review & Download PDF

Your information is secure and will only be used for internal reporting and coaching.

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