Basic Excel Test Instructions and Answer Key
Use this resource to administer the Basic Excel Test assessment and evaluate a job candidate’s proficiency with Microsoft Excel during the hiring process. Download
Tag: FPA Access
Resources accessible for FPA users
Basic Excel Test
Use this assessment tool to evaluate a job candidate’s proficiency with Microsoft Excel during the hiring process. Download
Applicant Turn Down Templates
Use this collection of email templates to follow up with job applicants you decided against hiring. Download
Prospecting Plan
Use this tool to define an annual strategic prospecting plan that supports your annual AUM or revenue goals. Download
Passion Prospecting Event Ideas
Use this list to jump-start your brainstorming process for fun event ideas for passion prospecting and other small client events. Download
Passion Prospecting Checklist
Use this checklist to prepare for and execute a successful passion prospecting event with clients and prospects. Download
Productivity Scorecard
Use this tool to make sure you’re spending your time on high-value activities for advisors. Download
Event Invitation Tip Sheet
Use this resource to learn about various services you can use to create professional-looking event invitations. Download
Blueprinting Guide
The Blueprinting Process is a series of exercises we created to help you live your life by design, not by default. Use this workbook to…
Sample Process: Client Reviews
Use this sample process as an example when creating your firm’s standard client review process. Download