Implementation Quotient Grower
Use this resource as a guide to help determine and improve your implementation quotient. Download
Tag: Professional development
Business Builder Implementation Track
This track is designed for advisors who have completed the Emerging Advisor Implementation Track. It is a structured program to help you implement important Proven…
Emerging Advisor Implementation Track
This track is designed for advisors in years 0-5 of their career, generally with under $25M AUM (equivalent of $250,000 of annual revenue). It is…
Foundational Implementation Track
This track is designed for advisors with $25M or more under management (equivalent of $250,000 of annual revenue). It is a structured program to help…
Development Plan Worksheet
Use this worksheet as a guide when creating your personal development plan. 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…
Stakeholder Development Plan
Use this template to create a performance improvement plan for employees. Can be used either during the warning/termination process to outline expectations or the regular…