Tools and Templates

Search our library of customizable, member-created templates on everything from advisor activity plans to a checklist on converting advisors from part-time to full-time.
  • Recruiting guide part 1: Understand what you’re looking for

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    Recruiting guide part 1: Understand what you’re looking for

    The first part of a comprehensive guide that teaches leaders how to hire the right people begins by showing how to understand team needs clearly.

  • Recruiting guide part 3: Vetting the right advisors for your agency 

    Recruiting guide part 3: Vetting the right advisors for your agency 

    The final portion of a recruiting guide helps leaders systematically evaluate candidates.

  • Recruiting guide part 2: Targeting and reaching out to recruits

    Recruiting guide part 2: Targeting and reaching out to recruits

    This second installment in a three-part recruiting guide helps leaders turn recruiting into a agency-wide effort, plus provides tips to gain traction on social media.

  • 5 role-play scenarios for emotionally charged client conversations

    5 role-play scenarios for emotionally charged client conversations

    A training tool to practice empathy, communication skills and emotional intelligence when working with overwhelmed clients.

  • Retention playbook for Gen Z

    Retention playbook for Gen Z

    A self-assessment to help leaders focus on the meaning of work from a Gen Z perspective.

  • Recruitment strategy checklist to attract Gen Z advisors

    Recruitment strategy checklist to attract Gen Z advisors

    5 key actions and suggested steps, plus self-assessment questions to help you reflect and improve your process.

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  • Gen Z onboarding best practices guide

    Gen Z onboarding best practices guide

    Gen Z workforce readiness is a growing concern in the financial services profession. A strong onboarding process can help new, young hires integrate quickly, build confidence and stay engaged. Follow this chronological, step-by-step guide.

  • 5-Step Framework to Giving Feedback to Gen Z Advisors

    5-Step Framework to Giving Feedback to Gen Z Advisors

    Gen Z expects feedback to be useful, timely, two-way and rooted in mutual growth. Use this checklist and suggested language to give and receive feedback in a way that resonates with Gen Z advisors.

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  • Checklist: 7 actions for leaders dealing with turmoil

    Checklist: 7 actions for leaders dealing with turmoil

    Use this worksheet to guide your response during turbulent times.

  • Team Personality Assessment Framework

    Team Personality Assessment Framework

    This tool helps you track the contributions brought by each personality on your team.