The Client Worksheet is a Google spreadsheet that enables you to quickly collect the minimal data for a securities application in preparation to easily copy-and-paste into Docusign.

Make a copy for yourself from the Clients Worksheet template located in Google Drive / AdvisorFirst Folder / Templates. You only need to make one copy - all your applications will be in this one spreadsheet.

Watch CW Part 1 - Getting the Template & Overview VIDEO

Watch Collecting Client Data (simpler, alternative version) VIDEO

Watch Clients Worksheet 1 - App Data Import Form VIDEO

Watch Securities Application Overview VIDEO

Watch Clients Worksheet 3 - Copying data to DocuSign application VIDEO

Watch Alt-Tab trick VIDEO

Watch AF MKOM #1711: 2 Updates to Client's Worksheet. Auto Fed-Tax & Bank Routing # VIDEO

Days-To Calculators¶

Watch AF MKOM 1663 - New Days-to-VA-Income-Anniversary and Days-to-birthday VIDEO

Birthday Tracker¶

Variable Annuity Income Base Anniversary Tracker¶