Tour Guide Checklist
Use this checklist to make sure the new team member’s buddy gives them a thorough tour of the office during the onboarding process. Download
Tag: FPA Access
Resources accessible for FPA users
Wealth Advisor 100 Day Plan Sample
Use this sample to create a 100-day training plan for new advisors at your firm. Download
Wealth Advisor Employment Agreement
Use this sample as a template for creating your advisor agreement, including confidentiality, non-solicit, compensation, and client ownership clauses. Download
Applicant Client Service Aptitude Test
Use this assessment during the hiring process to evaluate a job candidate’s ability to prioritize typical client service tasks. Download
Ghostwritten Article – Life, Liberty, and Tax-Advantaged Opportunities
Use this ghostwritten article for your blog, client newsletter, or publication in a local media column. Updated 2020. Download
Day of Interview Agenda Template
Use this template to create a schedule for job candidates when they come to your office for an in-person interview. Download
Identify Your Passions Exercise
Use this tool to help you determine what personal hobbies or interests could be a great theme for passion prospecting. Download
Delegation Worksheet
Use this worksheet as a framework to help you delegate to team members effectively. Download
Client Advisory Council Checklist – Editable
Use this checklist to prepare for a Client Advisory Council meeting. (Editable) Download
Segmentation Spreadsheet
Use this template spreadsheet to assign points to your clients and complete a segmentation exercise. Download