2026 Annual Touch Point Calendar Click any item for full rationale, talking points, sample outreach & compliance notes
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📅 Holiday & Deadline Calendar
Click to expand • 48 dates including all financial deadlines, market closures, and cultural holidays
Regulatory / Deadline
Planning & Strategy
Market / Portfolio
Relationship
Hard Deadline
Business Owner
Insurance / Protection
Meeting Library Full agendas, prep checklists & post-meeting actions for every meeting type
🏆 Client Tiering & Service Scorecard Visual tier scorecards, service matrix, and touch calendar — click any card to expand
✍ Click any cell to edit inline. Changes apply to your session — no client data is stored here.
Client Segment Deep Dive Persona profiles — fears, values, triggers, services & voice guidance
🚀 Practice Management Playbook Enter your practice data — get metrics, insights, and actionable improvements
Your Practice at a Glance
Fill in the fields below to generate real-time KPIs, benchmarks, and recommendations for your advisory practice. All data stays in your browser.
💰 Revenue & Assets
👥 Clients & Households
📅 Time & Activity
📝 Advisor Notes — Practice Snapshot
SWOT Analysis Builder
Answer every prompt thoughtfully — the more specific you are, the more actionable your strategic recommendations will be. Think about real situations, real competitors, and real gaps.
Strengths
What your practice does best — the advantages you bring to clients that competitors can't easily replicate.
Weaknesses
Honest gaps — areas that limit your growth, create vulnerability, or reduce client experience quality.
Opportunities
Untapped potential — markets, services, relationships, or trends you could capitalize on in the next 1-3 years.
Threats
External forces that could disrupt, erode, or fundamentally challenge your business model.
📝 Advisor Notes — SWOT Analysis
Capacity & Efficiency Planner
Map how you actually spend your time each week. Be honest — the gaps between where your hours go and where they should go reveal your biggest efficiency opportunities.
🕑 Weekly Hours Breakdown
Client Meetings (prep + meeting + follow-up)
Financial Planning & Analysis
Prospecting & Business Development
Admin, Compliance & Paperwork
Team Management & Internal Meetings
Professional Development & Learning
Marketing & Content Creation
📝 Advisor Notes — Capacity
Growth Roadmap Builder
Set your current state and 3-year target. Get a month-by-month breakdown of the exact clients, assets, and activities required — not just annual goals, but the specific monthly pace to get there.
🎯 Current State
🚀 3-Year Target
📝 Advisor Notes — Growth Plan
Value Proposition Workshop
Answer these prompts to clarify and sharpen your value proposition — the story you tell clients about why you're different.
📝 Advisor Notes — Value Proposition
Ideal Client Profile & Key Practice Definitions
Define exactly who your practice is built for, who your ideal referral partners are, and what your service model looks like. The clearer these definitions, the sharper every other part of your practice becomes.
🎯 Ideal Client Profile (ICP)
📌 Client Niches & Specializations
🤝 Ideal Referral Partner Profile
🛠 Service Model Definition
📝 Advisor Notes — ICP & Profiles
Prospect Fit Scorecard
Score a prospect across the dimensions that matter most to determine fit quality and likely relationship success. Use this before committing time and resources to a new prospect.
Investable Assets ($1M+ = high fit)
Financial Complexity (multiple asset types, tax situations)
Values Long-Term Relationship (not transactional)
Delegates Willingly (trusts professionals)
Legacy & Multi-Generational Mindset
Referral Potential (connected, willing to introduce)
Attitude & Respect (treats relationship as partnership)
📝 Advisor Notes — Prospect Evaluation
Revenue Projection Modeler — By Rep Code
Model your revenue across multiple rep codes with different AUM levels, fee schedules, and payout rates. Add as many rep codes as you have, then run scenario projections for bull, base, and bear markets.
📈 Scenario Assumptions
📝 Advisor Notes — Revenue Projections
Practice Valuation Estimator
Estimate your practice's enterprise value using industry-standard multiples. Understand what drives valuation and which levers move the number most.
💰 Practice Financials
👥 Practice Quality Factors
📝 Advisor Notes — Valuation
Succession Readiness Scorecard
Rate your practice across 10 critical succession-readiness dimensions. Whether you're planning a transition in 5 years or 25, building a transferable practice increases enterprise value today.
1Documented Processes & SOPs
Are your key workflows written down so someone else could follow them?
2Team Depth & Redundancy
Could your practice run for 90 days without you?
3Client Relationship Breadth
Do clients have relationships with multiple team members, or only you?
4Revenue Concentration
What % of revenue comes from your top 10 clients?
5Recurring Revenue Base
What % of revenue is fee-based / recurring vs. transactional?
6Technology & Systems
Are your CRM, planning tools, and portfolio systems organized and transferable?
7Client Demographics
Is your client base young enough to sustain value for a buyer?
8Growth Trajectory
Is your practice growing, flat, or declining in organic new clients?
9Brand & Market Position
Do you have a recognized brand, niche, or reputation in your market?
10Succession Plan Exists
Do you have a written succession/continuity plan with identified successor(s)?
📝 Advisor Notes — Succession Planning
Where Does Your Week Actually Go?
Input your estimated weekly hours by activity. See how your time allocation stacks up against top-performing advisors — and where reclaiming even a few hours could transform your growth. No client data — just your calendar reality.
🕑 Your Weekly Hours by Activity
Client Meetings
hrsMeeting Prep & Follow-Up
hrsProspecting & Business Dev
hrsFinancial Planning & Analysis
hrsAdmin & Operations
hrsEmail & Communication
hrsLearning & CE
hrsTeam Meetings & Internal
hrsTotal Weekly Hours
44
📊 Your Allocation vs. Top Advisors
💡 Insights
📝 Advisor Notes — Time Audit
Referral Conversation Playbook
Pre-written, natural-sounding scripts for asking for referrals in every situation — from the end of a great review meeting to a casual dinner. Practice these until they feel like your own words. No client data stored — just your scripts to rehearse and refine.
Situations
Select a situation from the left to see the full referral script, timing cues, and what to avoid.
📝 Advisor Notes — Referral Strategy
Fee Schedule Modeler
Build your fee schedule, model individual accounts through the waterfall, compare current vs. proposed structures, and see the profitability impact on your practice. No client names — just anonymous account sizes and your fee tiers. Everything saves to this browser.
💲 Your Fee Breakpoints
👥 Client Distribution by AUM Band
Enter how many households fall into each AUM range. This is what drives accurate blended fee and revenue calculations — not a simple average.
Total Households
0
Total AUM
$0
💰 Practice Economics
📈 Revenue Impact
💡 Fee Structure Insights
📝 Advisor Notes — Fee Strategy
Weekly Win Log
Log 3 wins every week — big or small. A great conversation, a referral received, a skill learned, a personal milestone. Over time you build a record of momentum that's invaluable during the inevitable tough stretches. No client names — just your wins in your own words.
✨ Log This Week's Wins
🔥 Your Streaks
📖 Win History
Your North Star
Write out your vision for the practice at 1, 3, and 10 years. What does the practice look like when you're running it? How many clients, what AUM, what team, what role do you play? This is the anchor every other tool in this playbook points back to.
1 Year
The Immediate
➔
3 Years
The Trajectory
➔
10 Years
The Legacy
🌟 North Star Statement
In one paragraph — why are you building this? What does success ultimately mean to you?
Your vision saves automatically to this browser.
📅 Marketing Content Calendar Plan, write, and track content from idea through compliance approval to published
📝 Advisor Notes — Content Strategy
📖 Standard Operating Procedures Document your key practice workflows for consistency, compliance, and succession
📝 Advisor Notes — SOPs
📚 Advisor Knowledge Library 2.0 5-layer deep-dive on every topic — rules, thresholds, scenarios, calculators & decision trees
Email Template Library 26 built-in drafts + your own — copy subject or full email for any touch point
+ New Email Template
⚠ Saved to your browser · Principal review required before sending
12-Month Broadcast Newsletter Calendar Original thought leadership & timely financial topics — separate from planning touchpoints
📝 Meeting Notes Structured note-taking that saves directly to Client Notes — consistent, fast, searchable
👥 Select Client
📅 Meeting Details
💬 Topics Discussed
✅ Action Items
💡 Key Insights / Life Updates
Live Preview
Select a client and fill in the form to preview
🛡 Objection Handler Scripted responses to the 20 most common prospect & client objections
Objection Library
← Select an objection to see the full response playbook
🔗 LinkedIn Post Generator Generate posts in your voice — review, edit, and get compliance approval before posting.
Choose a Topic
← Select a topic to generate a post
💬 Conversation Scripts Frameworks for the difficult conversations every advisor faces — objections, underperformance, fee pushback, and more
Choose Scenario
← Select a scenario to view the framework
📄 Quick Proposal Builder Fill in prospect details — generates a print-ready proposal
👥 Prospect Details
🎯 Client Persona
💬 Key Concerns (select all that apply)
📝 Personal Note to Prospect
Personalizes the intro & closing — falls back to templates if offline
📄
Your proposal will appear here
Fill in the details on the left and click Generate Proposal