Downturn Drill
Use this resource to help formulate an action plan during market downturns. Download
Tag: FPA Access
Resources accessible for FPA users
Office Color and Design Sample
Use this resource as an example for office color and design. Download
Office Setup Sample
Use this resource as an example of how to set up an office for an optimal client experience. Download
Sample Firm Service Standards
Use this resource as a guide when creating client service standards for your firm. Download
Year in the Life of a Client
Use this resource as a template to create a document detailing a year in the life for clients of your firm. Download
New Client Guide Template
Use this resource as a template to create a guide to your firm for new clients. Download
Client Blueprinting Exercise Retreat Agenda
Use this resource as a guide when planning your agenda for a client blueprinting exercise retreat. Download
Blueprinting for Clients – Vision
Use this resource as a guide to help clients focus on their vision in the blueprinting process. Download
Blueprinting for Clients – Values
Use this resource as a guide to help clients focus on their values in the blueprinting process. Download