Tools and Templates
Search our library of customizable, member-created templates on everything from advisor activity plans to a checklist on converting advisors from part-time to full-time.
-
Featured content
5-Step Framework to Giving Feedback to Gen Z Advisors
Gen Z expects feedback to be useful, timely, two-way and rooted in mutual growth. Use this checklist and suggested language to give and receive feedback in a way that resonates with Gen Z advisors.
-
Recruitment Strategy Checklist to Attract Gen Z Advisors
5 key actions and suggested steps, plus self-assessment questions to help you reflect and improve your process.
