Tools and Templates

Search our library of customizable, member-created templates on everything from advisor activity plans to a checklist on converting advisors from part-time to full-time.
  • ‘Triple-A’ Client Experience Planner

    Featured content

    ‘Triple-A’ Client Experience Planner

    A six-step planner that turns the Triple-A framework (Advice, Advocacy, Acknowledgement) into a system agency leaders can run quarterly.

  • 5 Minute Leadership Conversation Reset

    5 Minute Leadership Conversation Reset

    A one-page checklist that helps agency leaders prepare for, navigate and reflect on important conversations with advisors in five minutes or less.

  • Hiring Qualities Alignment Tool

    Hiring Qualities Alignment Tool

    A two-page worksheet that walks agency leaders through a three-column hiring exercise, from identifying what success looks like on their team to building a personal hiring guide with non-negotiable attributes and interview signals.

  • Art of community discussion tool

    Art of community discussion tool

    A structured reflection tool that guides agency leaders through seven principles of intentional community design to assess belonging, rituals and leadership pipeline.

  • NPS Calculator

    NPS Calculator

    A simple worksheet to help calculate your Net Promoter Score (NPS)

  • Roses, thorns, buds

    Roses, thorns, buds

    A 15-minute team exercise that surfaces what's working, what's causing friction and what opportunities to explore next.

  • Quick sales campaign planner

    Quick sales campaign planner

    A two-page planning tool that summarizes the five campaign types from Daniela Malagón Beaven's webcast and provides a fillable worksheet for leaders to design, execute and evaluate their own campaigns.

  • Resolve conflict in 3 easy steps

    Resolve conflict in 3 easy steps

    A step-by-step ESS framework tool (emotion-situation-solution) that guides leaders through resolving workplace conflicts by first acknowledging feelings, then clarifying context and finally co-creating solutions.

  • Daily leadership tracker

    Daily leadership tracker

    This tool guides leaders through three daily habits proven to balance data-driven management with empathetic leadership.

  • 6 Simple Steps to Connect Purpose, People and Profit

    6 Simple Steps to Connect Purpose, People and Profit

    This MDRT Center checklist provides a practical framework for agency leaders to connect purpose, people and profit through six actionable steps focusing on culture reinforcement, advisor confidence building, and growth opportunity identification.