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Booster Pack Five

Enhance your existing Personal or Premium Plan so you can contact 5 additional members.
Price: $29.95

An active Personal or Premium Plan is needed in order to purchase a Booster Pack.

Booster Pack Ten

Enhance your existing Personal or Premium Plan so you can contact 10 additional members.
Price: $49.95

An active Personal or Premium Plan is needed in order to purchase a Booster Pack.

How Access to Financing Affects Advisors' Plans for Business Succession

This study examines the importance of available financing to advisors’ confidence in being able to fulfill their succession plans.
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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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The Partnership Resource Initial Discussion Worksheet

Set the table for an effective negotiation by preparing in advance with the downloadable Initial Discussion Worksheet. Based on research done by the Harvard Negotiation Project, the worksheet brings you through 7 key elements to get the most out of your initial (and subsequent) discussions with your matches.
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The Partnership Resource Compatibility Report

Are you deciding if you should take the next step with your match? Test for compatibility with a Combined Partnership Assessment before you buy, sell, merge, join or add an advisor to your firm .
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The Partnership Resource Partnership Compatibility Score

Get an at-a-glance rating of your partnership compatibility.
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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

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

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

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?

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 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.
Price: $15.00

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Productivity Management Spreadsheet

This spreadsheet is a scorecard to success. Use this tool to help improve your efficiency on a day-to-day basis, and in turn, improve the overall workings of your office.
Price: $10.00

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Diamond Teams™ White Paper

Angie Herbers Inc. White Paper, Diamond Teams™, illustrates how a simple organizational structure redesign will change many major advisory firm issues. The white paper provides a clear career path and succession plan for advisors at all levels. Price: $0.00
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DeVoe and Company's Valuation Services Overview

Do you need to know the value of your firm to begin your succession plan, merge with or buy another firm or to offer ownership to your staff? A third-party valuation can provide you with this insight.
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Hire Train and Leave: A White Paper by New Planner Recruiting

It is costly for a firm owner to hire a new planner, train that new planner, and then eventually have that new planner leave to join a competitor or become a competitor themselves. This study examines the issues surrounding the Hire, Train and Leave (HTL) phenomenon to determine if it really is a risk for firm owners.
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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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The Collaborative’s Growth Culture Consulting

Do you struggle with growing your firm’s business, winning new clients and instilling a “growth mindset” in the firm culture? Our Growth Culture program provides an assessment and recommendations for business growth and building a growth-oriented culture. The most successful growth oriented advisors focus on these business-building activities: • Sales planning and execution • Effective marketing and positioning • Client referrals • COI referrals • Publicity and being “known” …and we can help.
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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.
Price: $0.00

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The Raving Fan Index

Download this template to have an idea of what questions you should ask when handing out an annual survey to your clients.
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Become a paying member or change your existing plan

FEATURED PRODUCTS

Booster Pack Five

An active Personal or Premium Plan is needed in order to purchase a Booster Pack.

Booster Pack Ten

An active Personal or Premium Plan is needed in order to purchase a Booster Pack.

How Access to Financing Affects Advisors' Plans for Business Succession

Positioning Your Firm for a Sale

The Partnership Resource Initial Discussion Worksheet

The Partnership Resource Compatibility Report

The Partnership Resource Partnership Compatibility Score

Hiring & Retaining Top Talent for Growth

Become a Transition Planning Professional

Succession Planning Framework

Top 10 Legal & Compliance Concerns in Investment Advisor Acquisitions

What's next for me?

The Blueprinting Guide

Productivity Management Spreadsheet

Diamond Teams™ White Paper

DeVoe and Company's Valuation Services Overview

Hire Train and Leave: A White Paper by New Planner Recruiting

Ten Best Practices in Investment Advisory Partnerships

The Collaborative’s Growth Culture Consulting

100 Items to Delegate

The Raving Fan Index

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