Resources

Free tools built for independent advisors.

Resources, tools, and generators for independent advisors managing their own practice.

AI Readiness Diagnostic
How ready is your firm for an AI governance examination? Twelve questions across inventory, policy, vendor oversight, and supervision. See your gaps before June 2026 — scored on the spot.
~3 min No email Scored
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Meeting Prep Score
How prepared are you to wow the client in your next meeting? Six questions. See where your prep stands and what the top tier does before every call.
2 min No login Printable
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Meeting Notes Score
Are your meeting notes actually working for you after the call ends? Six questions. See your tier and what top-performing firms do differently.
2 min No login Printable
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Follow-Up Process Score
Do you leave every client meeting knowing exactly what happens next? Six questions. See where your follow-up process stands and what to fix first.
2 min No login Printable
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