Resources
Legacy Case Studies
See examples of plans we’ve used with our clients.
Quarterly Service Calendar
Organizing client engagement into structured periods to minimize your administrative work.
Regulation Resource
Snapshot of REG BI, Required Forms, and needed disclosures.
Systems Overview and Best Practices
How to document and create recommendations for clients.
Team Roles & Responsibilities
A breakdown of staff roles and responsibilities in the planning process.
Planning Documents Checklist
Always have the necessary documents to help you make great decisions for your clients.
Example Factfinder Worksheet
Gather the information you need to create effective strategies for your clients.
Example Proposal Worksheet
View proposals we’ve used with clients and learn how to present your advice in a compelling way.
Client Segmentation Worksheet
How to set healthy expectations with your clients and then deliver on them.
Overcoming Objections
Learn how to combat objections in the selling process.
New Vertical and Business Potential Worksheet
Calculate the potential revenue from adding planning to your business.
How to Join Elite Advisor Network
You want to grow your business more quickly. You want to be around advisors who have a mindset of abundance. You want to be in a community of advisors who take action. You want proven systems that you can incorporate into your business with minimal changes. You want to work smarter, not harder.
Yearly
Includes a free coaching session with Sten.
Monthly
Click below to choose the monthly option.
Learn how to gain clients by teaching financial strategies
When you join our email list you'll gain knowledge that will help your business grow. Your clients want solutions, not products. If you want more clients then you should focus on becoming an expert in teaching and implementing creative financial strategies. When you share great ideas and explain financial concepts in a simple way, you’ll be seen as a trusted advisor.