Investment Portfolio Review

DISPOSITION REPORT

For Tuesday thru Friday Appointments let us know the clients name & what happened (presentation, proposal, callback, or no-show)
Also include your schedule of availability (NA = not available, Open = anytime that day, or specify the times that you are available such as 9-11 & 1-4 or 9-7.)
This should be submitted by Friday and no later then Sunday, so that we can put you into production on Tuesday.

Your Name
Company Name

City
State	Zip

Appointments
Please list the names of the appointments you have received and record a report on each.

1	Appointment Name	Dispositon	Date
	Disposition Comment
2	Appointment Name	Dispositon	Date
	Disposition Comment
3	Appointment Name	Dispositon	Date
	Disposition Comment
4	Appointment Name	Dispositon	Date
	Disposition Comment
5	Appointment Name	Dispositon	Date
	Disposition Comment
6	Appointment Name	Dispositon	Date
	Disposition Comment
7	Appointment Name	Dispositon	Date
	Disposition Comment
8	Appointment Name	Dispositon	Date
	Disposition Comment
9	Appointment Name	Dispositon	Date
	Disposition Comment
10	Appointment Name	Dispositon	Date
	Disposition Comment

Schedule of Availability Please fill out your schedule of availability for next week. Note, without filling this out and emailing it or faxing it back, we will not be able to book you, or we will assume that you are not available for appointments. Only indicate when you are available. If you are not available after 5 p.m, or any other time during the day, you must indicate precisely.
Tuesday	Week Starting
Wednesday
Thursday
Friday