Sample Process: Client Onboarding
Use this sample process as an example when creating your firm’s standard process for onboarding new clients. Download
Tag: FPA Access
Resources accessible for FPA users
Sample Process: Client Appreciation Event
Use this sample process as an example when creating your firm’s standard process for executing client appreciation events. Download
Sample Process: Annual Client Survey
Use this sample process as an example when creating your firm’s standard process for executing the annual client survey. Download
Sample Process Template
Use this template when creating your firm’s standard process (system) template to ensure consistency in your process manual. Download
12 Areas to Systemize in Your Firm
Use this checklist to ensure you have written processes in 12 critical areas of your financial advisory firm. Download
Ideal Client Workbook
Use this workbook to develop a clear outline of your ideal (target) client. Download
Evaluating Your COIs – Profiling Questions
Use this tool as a guide for evaluating and developing deeper relationships with centers of influence (COIs) like attorneys and CPAs. Download
100 Items to Delegate Exercise
Use this worksheet to determine which office tasks the advisor is currently handling that should be delegated to another team member. Download
Personal Preference Questionnaire
Use this questionnaire as part of your new client onboarding process or at any time during your relationship to gather information about their hobbies, favorite…
Inaugural Advisory Council Meeting Agenda – Editable Document
Use this template agenda when creating an agenda for your inaugural Client Advisory Council meeting. (Editable) Download