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

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The AP Best Practices Book tools:

Advisor Pathways provides free online tools to accompany the AP Best Practices Book. In order to use these tools effectively, you will need a copy of Best Practices Book.

• Chapter 1 - Hiring a New Team Member:
  Hiring a New Team Member
• Chapter 2 - Quarterly Team Member Reviews:
  Team Member Quarterly Action Plan
• Chapter 3 - Annual Team Meetings:
  Relaxation Exercise
  Setting the Stage
• Chapter 4 - Weekly Team Meetings:
  Sample Agenda
  Meeting Planner and Action Tracker
• Chapter 5 - Effective Delegation Among Team Members:
  Delegation Assesment Exercise
• Chapter 6 - Creating a Weekly Schedule:
  Creating a Weekly Schedule
  Weekly To-Do Worksheet
  Daily To-Do Worksheet
• Chapter 7 - Designing an Effective Workspace:
  Developing a Filing System
• Chapter 8 - Planning Your Year:
  Sample Yearly Plan

Best Practices for Client Service Strategies

• Chapter 9 - Segmentation:
  Segmentation Spreadsheet
• Chapter 11 - Annual Client Reviews:
  Annual Review Checklist
• Chapter 12 - Call Schedules:
  Sample Spreadsheet
  Client Touch Base worksheet
• Chapter 15 - Managing Your Number of Small Accounts:
  Sample Client Letter

Best Practices for Expanding Book Offerings

• Chapter 16 - Your Marketing Plan:
  Profiling Your Ideal Client

Best Practices for Change Management

• Chapter 20 - The Challenge of Changing a Business - While You're Running a Business:
  Sample Execution Plan
• Chapter 21 - Considering A Partnership:
  Partnership Assessment / Determining the Key Elements of a Partnership Agreement

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