MARKETING
Acuity & TextExpander Scripts [2020 Updated]
Online Review Request Email Template (Prospect)
Online Review Request Email Template (Client)
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)
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:
DF Meeting Surge Communications
HUMAN RESOURCES
- Bonus Structure Sample [Excel Spreadsheet]
- Video Explanation [Loom]
- Creative Job Description for Office Manager