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.
-
Featured content
One-Page Business Plan
Map a year's vision, objectives, strategies and quarterly actions on a single fillable page.
-
Featured content
‘Triple-A’ client experience planner
A 6-step planner that turns the Triple-A framework (Advice, Advocacy, Acknowledgement) into a system agency leaders can run quarterly.
-
5-minute leadership conversation reset
A one-page checklist that helps agency leaders prepare for, navigate and reflect on important conversations with advisors in five minutes or less.
-
Hiring qualities alignment tool
A 2-page worksheet that walks agency leaders through a 3-column hiring exercise, from identifying what success looks like on their team to building a personal hiring guide with non-negotiable attributes and interview signals.
-
Art of community discussion tool
A structured reflection tool that guides agency leaders through 7 principles of intentional community design to assess belonging, rituals and leadership pipeline.
-
NPS calculator
A simple worksheet to help calculate your Net Promoter Score (NPS)
-
Roses, thorns, buds
A 15-minute team exercise that surfaces what's working, what's causing friction and what opportunities to explore next.
-
Quick sales campaign planner
A two-page planning tool that summarizes the five campaign types from Daniela Malagón Beaven's webcast and provides a fillable worksheet for leaders to design, execute and evaluate their own campaigns.
-
Resolve conflict in 3 easy steps
A step-by-step ESS framework tool (emotion-situation-solution) that guides leaders through resolving workplace conflicts by first acknowledging feelings, then clarifying context and finally co-creating solutions.
-
Daily leadership tracker
This tool guides leaders through three daily habits proven to balance data-driven management with empathetic leadership.
