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.
-
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.
-
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
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.
-
Checklist: 7 actions for leaders dealing with turmoil
Use this worksheet to guide your response during turbulent times.
-
Team personality assessment framework
This tool helps you track the contributions brought by each personality on your team.
-
15-minute activity tracker
A quick reporting tool to provide snapshots of advisors' successes and struggles.
-
Weekly planning discussion
A template to help structure weekly meetings between leaders and advisors.
-
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.
-
Advisor self-reflection action plan
An advisor-centered tool to help identify business targets and growth goals.
