Advisor Pathways provides free online tools to help you run your business effectively.

Available now:

The AP Best Practices Book (edition 2) tools:

Advisor Pathways provides free online tools to accompany the AP Best Practices Book.

Best Practices for Team Management

• Hiring a New Team Member:
  Hiring a New Team Member
• Leading Your Team:
  Delegation Exercise
  
• Weekly Team Meetings:
  Sample Team Meeting Agenda
• Powerful Process Management
  Sample Process Questions
  
• Creating Your Team Manual
  Sample Table of Contents

Best Practices for Client Management

• Categorize and Analyze:
  Sample Segmentation Spreadsheet
• Proactive Client Contact Sample:
  Client Touch Base
• Annual Client Progress Reviews:
  Sample Annual Review Checklist
• Harnessing the Power of the Web:
  Getting Started
  
• Managing Your Small Accounts:
  Sample Client Letter

Best Practices for Growth Management

• Managing Relationships and Referrals:
  Profiling Your Ideal Client
• Having a GPS for Your Business
• Sample Yearly Plan
  Sample Monthly Agenda
  
• Succession Planning:
  Partnership Assessment Exercise

Contact AP to find out how our exclusive Best Practices and accompanying Tools can be of benefit to your business.