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The Efficient Advisor  
ONBOARDING WORKSHOP RESOURCES

Resources To Download

Here are all of the resources to go along with the onboarding workshop!

Blank SOP Template

Start Here!

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Sample Onboarding SOP

Check this out first

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Paperwork Party

Email Templates & Agenda Template

DOWNLOAD

"Pizza Tracker"

Email Template

DOWNLOAD

"Pizza Tracker"

Sample Excel Template

DOWNLOAD

Breaking Up With Your Previous Advisor

Example Script/Email

DOWNLOAD

Handwritten Thank You Card

Example Language

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Handwritten Thank You Card

Example Card Options

DOWNLOAD

Formal Onboarding Meeting

Example Agenda

DOWNLOAD

Formal Onboarding Meeting

Pre & Post Formal OB Meeting Email Templates

DOWNLOAD

Expectations of Our Engagement

Example EOE #2 - Based of Libby's EOE

DOWNLOAD

Expectations of Our Engagement

Example EOE #1 - Compliments of Aspen Wealth

DOWNLOAD

Expectations of Our Engagement

ChatGPT Prompt to Help You Build Your EOE

DOWNLOAD

Expectations of Our Engagement

List of 10 Potential Items to Include in Your EOE

DOWNLOAD

Want the Full Onboarding System?

Check out The First 100 Days Course: An Advisor's Blueprint to a Remarkable Onboarding Process! Since we covered quite a few things here, enjoy $300 off the purchase of the program. Use Coupon Code: C2P

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