Driving FPP · Tools
Tools
Job aids you can put to work right away: simple worksheets for advisors and leaders to use in meetings, coaching and planning. Download and print, or use them on screen.
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Training worksheet · Advisors
Designing a Compelling Elevator Pitch
Name your target market, their pain points, and the questions that make them say “yes, that’s exactly what I’m feeling.” Then write your two-line narrative.
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Training worksheet · Advisors
Learning the Planning Process Flow
Begin with the end in mind. Map the client type, planning priorities, prospect mindset and fact-finding questions to the recommendations and presentation pages you’ll use.
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Growth tool · Advisors
Closing Meeting Preparation
Write out the case for and against implementing so you can handle the real objections, not imagined ones. Then script the key points and the commitment you’ll ask for in the room.
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Growth tool · Advisors and their leaders
Client Meeting After Action Review
Compare the meeting you planned with the meeting you ran. Lock in what worked, and turn gaps into process changes. Use one form per client meeting, right after it ends.
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Growth tool · Advisors and JW partners
Joint Work Learning
Use joint work as deliberate practice, not just extra coverage on the case. Agree on the why and the learning goal before the meeting, and capture the biggest takeaway after.
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Learning tool · Advisors and leaders
Annual/Regional Meeting Learning Tool
Get more out of your next Annual or Regional Meeting. Before you go, name where you’ve grown, your next opportunity and your learning goal. Afterward, choose the one learning you’ll put in place and how you’ll know it’s working.
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Planning worksheet · Leaders and their teams
Defining a Rock
Define and align on a 90-day priority so the team has clarity of expectations: the successful outcome, the stakeholders, and up to 10 milestones, each with a target date.
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Leadership book club · Leaders
Leadership Book Club 4-3-2-1 Reflection
Capture what you’ll use, not a book report: four takeaway ideas, three impactful quotes, two questions for the other MDs, and one behavior you’ll change.
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