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.
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Recruitment strategy checklist to attract Gen Z advisors
5 key actions and suggested steps, plus self-assessment questions to help you reflect and improve your process.
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5-Step Framework to Giving Feedback to Gen Z Advisors
Gen Z expects feedback to be useful, timely, two-way and rooted in mutual growth. Use this checklist and suggested language to give and receive feedback in a way that resonates with Gen Z advisors.
