We have been hard at work developing proprietary content for our client's benefit. I encourage you to contact us if you are interested in becoming a client or to get a demo of what is available on our client-only login resources page. If you are a client, please take a moment to review all the recent resources and content we have released. Here are a couple highlights, but this in no way is a comprehensive list:
- In July, we had 3 Thriving Leaders Podcast episodes released. You don't need to listen immediately on release, but browse the topics and find the one that most applies to you in this moment and try it out. We have a goal to release 2 episodes per month on average in the coming months and about 50 episodes outlined. August might be a little lighter but we will get back on track here come September releases. Please share your feedback.
- https://www.advisorgameplan.
com/resources has had multiple new releases of private resources clients can view with their credentials. This is private, client-only access to over 30 worksheets to date with over 70 more in production. By the way, before I list out the topics, please know that the search function at the top of the resources area works great! This will save you time as you try to find the resource you are looking for. Recent releases include:- Updated Vision Worksheet
- Updated Goals/Actions
- Updated Valuations for Acquisition or Sale both for Financial Advisor and Youth Sports Industry businesses
- New Hire - First 90 Days Worksheet Template
- 9 Accountability Actions
- Accountability through Leadership
- Ideal Client Worksheet
- Leadership Recommended Books
- Recruiting Questions
- Organizational Chart - has been updated to a more customizable version
Please take some time to review these and check back regularly as we will be releasing more content in the coming weeks. I would like to invite you to participate in our content creation by emailing ask@advisorgameplan.com and share what topics or resources you would like to see us develop next.