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.
-
Interview scoring matrix
This scoring tool assesses and ranks candidates in a fact-based manner.
-
Candidate profile
This tool is designed to comprehensively assess a potential advisor.
-
Advisor model week
A weekly calendar divided into color-coded time slots for each day of the week.
-
Advisor coaching snapshot
This document is useful for personalized coaching and tracking progress.
-
Advisor action plan
The document contains a table for keeping track of strategic actions taken by advisors.
