Super Top Secret Resources

 

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MARKETING

Acuity & TextExpander Scripts [2020 Updated]

Online Review Request Email Template (Prospect)

Online Review Request Email Template (Client)

Client Engagement Standards

Define Financial Sales Process + Scripts + Workflow

Jeremy Schneider’s Social Media Tracking Spreadsheet

• Jeremy’s Original [Google Sheets]
• Taylor’s Improved Version [Excel]

SEO Member Feedback Video [Cameron Giardini]

Craig Goldslager (EIAM Ep. 002)

• Sample Financial Assessment
• Sample Cold Emails

PRACTICE MANAGEMENT

DF New Client Welcome Packet (IAA + CES)

DF New Client Onboarding One-Page:

• DF Client Onboarding One-Pager [New-2020]
• DF Client Onboarding One-Pager [Old]

DF Sample Retirement Assessment

• DF Sample Retirement Assessment [2019]
• DF Sample Retirement Assessment [2020 Updated]

Client Fee Increase/Transition Letter

Statement of Fiduciary Commitment

Sample 401(k) Rollover Analysis Form

Managing Client Tasks and Plans Using eMoney

DF Survivorship Checklist

• DF Survivorship Checklist [Updated 9-10-20 by Wilnau Designs]
• DF Survivorship Checklist [Original Word Doc]

YCharts Advisor-Client Communications Framework

• Blank Framework Worksheet [PDF]
• Supporting Resources:
  • Instructions for Completing the Worksheet
  • Sean Brown Kitces Guest Post Regarding This Framework
  • YCharts Video Introduction to the Framework
  • YCharts Client Communication Study

DF Meeting Surge Communications

• October Surge Meeting Letter + Emails

HUMAN RESOURCES

• Bonus Structure Sample [Excel Spreadsheet]
  • Video Explanation [Loom]
• Creative Job Description for Office Manager