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  • Booster Pack Five

    Booster Pack Five

    Enhance your existing Personal or Premium Plan so you can contact 5 additional members.
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  • Booster Pack Ten

    Booster Pack Ten

    Enhance your existing Personal or Premium Plan so you can contact 10 additional members.
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  • Investment Advisor's Guide to Finance

    Investment Advisor's Guide to Finance

    This white paper outlines the various forms of capital available to financial advisors for expanding their businesses, acquiring a business (including succession), modernizing a business, recruiting, and other activities.
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  • Positioning Your Firm for a Sale

    Positioning Your Firm for a Sale

    David DeVoe, Founder and Managing Partner of DeVoe and Company gives a brief overview of the necessary steps needed to increase the value of a firm or ready them for sale.
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  • Hiring & Retaining Top Talent for Growth

    Hiring & Retaining Top Talent for Growth

    Unlock your advisory firm's potential with the right people in the right roles.Gain insights on how to manage human capital from this free white paper by Cruz Consulting and Franklin Square.
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  • Become a Transition Planning Professional

    Become a Transition Planning Professional

    Do your clients need to address their succession? The Successful Transition Planning Institute (STPI) offers advisors, coaches and consultants a variety of programs and training to guide your Baby Boomer clients through their transition which often includes the sale of their business..Here's a free download to learn about the program.
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  • Succession Planning Framework

    Succession Planning Framework

    Charts and Checklists designed by Cruz Consulting to help you think through the succession process. 2 pages long.
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  • Top 10 Legal & Compliance Concerns in Investment Advisor Acquisitions

    Top 10 Legal & Compliance Concerns in Investment Advisor Acquisitions

    Whether you are purchasing an advisory firm to expand your business, or selling your advisory firm to effectuate your succession plan, there are legal and compliance matters that will need to be addressed. Download this free overview of legal and compliance issues.
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  • What's next for me?

    What's next for me?

    You've built your business. You're proud of it, and you should be. But like many business owners over 50 you may be asking yourself some tough questions like "what's next for me?" Is it time to transition to retirement and consider the next phase of your life? Perhaps you need a business succession plan, or you may be ready to sell your business?
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  • The Blueprinting Guide

    The Blueprinting Guide

    The exercise is built to help identify what’s important to you in your life, then guide you to create a plan to consciously strive toward living your ideal life. In effect, it allows you to define what success means.
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  • Excerpt from Caleb Brown's Successful Hiring for Finanical Planners: The Human Capital Advantage

    Excerpt from Caleb Brown's Successful Hiring for Finanical Planners: The Human Capital Advantage

    A free download of Chapter 7: The Art and Science of Screening Candidate from Hiring for Financial Planners: The Human Capital Advantage is available on Amazon and described here. No more careless hiring mistakes! If you are tired of getting it wrong, this all inclusive hiring guide for financial planning firm owners will help you hire right the first time. This book by Caleb Brown focuses on all aspects of what a financial planning firm owner needs to do in order to plan your hiring needs, create a compelling opportunity, develop job descriptions, source talent, screen candidates, on-board your new hire, train and retain them.
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  • Ten Best Practices in Investment Advisory Partnerships

    Ten Best Practices in Investment Advisory Partnerships

    In the wider business world, the rate of failure for mergers is about 70% and there is little reason to believe that independent RIA mergers are any different. These failures not only waste money but are a profound distraction from the business. So while there can be great benefits to creating a partnership, there are also significant risks. This paper is focused on maximizing those potential benefits and minimizing those risks.
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  • 100 Items to Delegate

    100 Items to Delegate

    Are you good busy or bad busy? Download this exercise to free up more of your time so you can focus on the "good busy" items that will effectively grow your practice.
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