Event Budget Template
Use this resource to budget for client appreciation events, prospecting events, educational workshops, and other general events. Download
Tag: FPA Access
Resources accessible for FPA users
Client Appreciation Event Checklist
Use this checklist to prepare for and execute a successful client appreciation event. Download
Valentine’s Day Event Executive Summary
This resource gives a high-level overview of the popular Valentine’s Day client appreciation event. Download
Pie Giveaway Executive Summary
This resource gives a high-level overview of the popular “Pie Giveaway” client appreciation event. Download
New Team Member Introduction Letter
Use this template to announce and introduce your newly-hired team member to clients. Download
Downturn Video Script Samples
Use these sample video scripts to record an authentic message for your clients that reminds them of your planning strategy and helps them feel more…
Advisor Compensation Plan Quick Sheet
Use this workbook to outline a custom, competitive advisor compensation plan that is aligned with your culture. Download
Advisor Compensation Workbook
Use this workbook to create a custom, competitive advisor compensation plan that is aligned with your culture. Download
Proactive Introduction Plan
Use this tool to remind yourself why it’s important to ask clients for introductions. Download
Convince Yourself First Exercise
Use this tool to remind yourself why it’s important to ask clients for introductions. Download