Tools From The Show
The Toolbox
The most popular giveaways from the show — the frameworks, workbooks, and one-pagers advisors ask for again and again.
EP 006
Simon Bowen's Presentation Toolbox
With
Simon BowenThe visual models Simon uses to sell over Zoom and simplify the complexity of finance.
EP 013
Enneagram Executive Summary Workbook
With
Ian CronThe 9 Enneagram types, so you can reduce friction and empower your team.
EP 041
New Client Onboarding Framework
With
Taylor SchulteTaylor’s Client Engagement Standards and Advisory Agreement for onboarding new clients.
EP 130
Triad's Advisory Model
With
Brad JohnsonThe exact system top firms are using to scale without sacrificing freedom.
EP 131
The 3 C's of Presentation Mastery
With
Nick WhitakerNick Whitaker’s simple PDF outlining how to master your next presentation.
EP 150
The 5 Questions That Change the Conversation
With
Brad JohnsonBrad’s framework for diagnosing client concerns before presenting solutions.
EP 155
Brad's Advisor Marketing Calendar
With
Brad JohnsonThe year-long marketing plan Brad would run if he were starting over as an advisor.
EP 157
The Enneagram One Pager
With
Kenzie OlejnikA one-page cheat sheet for leading every personality on your team.
EP 161
7 Steps to Impress Clients
With
Phil BrayPhil Bray’s workbook for the digital journey clients take to your door.
EP 173
AI Ascension Assessment
With
Michael HyattFind out your current level of AI adoption — and where you can grow from here.
EP 188
With
Quin Kilgore & Shannon mcginnisAI Implementation Guide
A quick-start framework for implementing AI tools in your firm.
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