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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Featured content
6 Simple Steps to Connect Purpose, People and Profit
This MDRT Center checklist provides a practical framework for agency leaders to connect purpose, people, and profit through six actionable steps focusing on culture reinforcement, advisor confidence building, and growth opportunity identification.
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Agency Sanctuary Transformation Blueprint
The worksheet is a fillable assessment and planning tool based on Danny Lee's Webcast. The tool guides leaders through a 90-day roadmap to build psychological safety, which improves retention and organic growth.
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Dream team role blueprint
The dream team role blueprint is a worksheet tool that helps agency leaders identify gaps in five key team roles (Rainmakers, Closers, Relationship Builders, Specialists, and Coordinators) and map current team members to their optimal positions.
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Teaming readiness scorecard
This comprehensive scorecard helps agency leaders evaluate their organization's readiness to build high-performing teams by assessing five critical dimensions: mindset, capacity, growth orientation, trust/culture and leadership support.
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Recruiting guide part 3: Vetting the right advisors for your agency
This final section of a 3-part recruiting guide helps leaders systematically evaluate candidates.
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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.
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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.
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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.
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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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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.
