Practice Management Tools

Our highly effective Assessments can only be ordered by telephone. If you are interested in ordering the DISC and Workplace Motivators assessments that we use with all our relationships, please contact Amanda at 770.319.0310 or visit People Insights for more details.

Performance Insights – Online Store

Our book and the companion toolkit can be ordered directly. Simply place your order using the form below.

Know Service. Connect with Clients. Shape Your Future. Differentiate You!

Know Service book thumbnailby Sarah E. Dale and Krista S. Sheets, published by Boundless Publishing.

This 195 page “how-to” book reviews an easy-to-follow 5-step process and includes dozens of sample letters, scripts, checklists, and tools to help financial professionals attract and retain ideal clients and take their businesses to new heights.

For more information read Making the Case for 5-Star Service by Krista Sheets and Sarah Dale.

Price: $55.00

To purchase please call us at (770) 319-0310.

Know Service Tool Kit

Know Service Tool Kit(Electronic Download)

Our book, Know Service provides over 55 tools intended for financial professionals who want to increase their professionalism and take their business to new heights. The companion tool kit is a convenient electronic download designed to help you put these tools to work for your team.

Price: $25.00

To purchase please call us at (770) 319-0310.

Practice Management New Client Onboarding Resource

Team Communications Tool Kit(Electronic Download)

Onboarding is the bridge for financial advisors to deliver on the expectations and commitments made during the prospecting phase. This is one of your first opportunities to ensure that your words and actions are consistent. This resource provides the following tools to implement a 6-12 month new client onboarding campaign:

  • Tips for Successful Client Onboarding
  • Sample Welcome Packet
  • Team Welcome Letter Template
  • Service Associate Welcome Letter Template
  • Commitment Agreement Meeting Script
  • Getting to Know You Template
  • Sample Service Commitment and Expectations Agreements
  • Statement Follow-Up Communication Script
  • Web Account Access Letter Template
  • Accurate Reporting Letter Template
  • Important Documentation & Introduction to Estate Planning Script
  • Sample Estate Planning Account Tracking Tool
  • Suggested Client Feedback Questions & Survey Process
  • New Client Checklist


Practice Management Team Communication Plan

Team Communications Tool Kit(Electronic Download)

Communication is the lifeline of a team’s productivity. Our Practice Management Team Communication Plan provides you with the structure that your team needs to effectively exchange vital information about your practice and clients. Included are:

  • Daily, Weekly, Monthly, and Quarterly Team Meeting Agendas
  • Partner Meeting Agenda, if applicable
  • Team Prioritization Strategy Development
  • Team Charter Code of Conduct Development
  • Team Communication Checklist


Practice Management Time & Task Management Resource Kit: Creating Your Ideal Schedule

Team Communications Tool Kit(Electronic Download)

Time is an increasingly precious asset that we all struggle to capitalize on. This kit will help you think through the ideal schedule for you and your team members so that you feel more productive and less stressed by the 24 hours that we are each gifted each day. Included is a 6 Step Process to:

  1. Assess where you are currently spending your time
  2. Define what’s important (establish goals and activities)
  3. Create your ideal day (Sample Time Block Schedule provided)
  4. Replicate and extend your day into a week, month, etc.
  5. Communicate your schedule
  6. Activate your new time block schedule; measure and adapt as necessary


Practice Management Client Meeting Resource Toolkit

Practice Management Client Meeting Resource Kit(Electronic Download)

This resource package is designed to help you and your team structure a simple process for client meetings to help increase efficiency, ensure that client meetings run like clockwork, and deliver an excellent client experience. This resource provides the following tools to implement client meeting consistency and effectiveness:

  • Sample Client Meeting Process
  • Sample Email/Letter Content to Schedule and Confirm Appointments
  • Sample Meeting Agendas
  • Sample Checklists to Prepare for and Conduct Meetings
  • Planning Services Roadmap
  • Organic Growth Opportunity Form Template
  • Client Discovery Form Template with Task Assignments/Ownership
  • Sample Letters to Follow Up on Client Meeting


Sample Team Beliefs

Sample Team Beliefs(Electronic Download)

In today’s commoditized industry, many prospects and clients do business with you not only because you have what they NEED, but also because they believe what you BELIEVE. Here we provide you with a full page of samples to help you brainstorm your own business philosophy.


Sample Team Rules of Engagement

Sample Team Rules of Engagement(Electronic Download)

We recommend activating rules of engagement that are an element of any new team member onboarding process and that will become an element of your team’s culture. This tool can be incredibly valuable in establishing expectations with both new team members and veteran team members.