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.
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Retention playbook for Gen Z
A self-assessment to help leaders focus on the meaning of work from a Gen Z perspective.
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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.
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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
Use this worksheet to guide your response during turbulent times.
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Team Personality Assessment Framework
This tool helps you track the contributions brought by each personality on your team.
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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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15-Minute Activity Tracker
A quick reporting tool to provide snapshots of advisors' successes and struggles.
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Weekly Planning Discussion
A template to help structure weekly meetings between leaders and advisors.
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Converting Part-time Advisors to Full-time Checklist
Is your part-time advisor ready to transition to full-time? Use this checklist to assess their career point.
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Advisor Self-Reflection Action Plan
An advisor-centered tool to help identify business targets and growth goals.
