Free Personal Assessment
Free Advisor Tools

The tools our coaches hand advisors on day one.

Practical resources our coaches use inside real financial advisor coaching programs. Tell us where to send them and get instant access to the full toolkit.

Get the Free Tools

No credit card. No sales pitch.

What You Get

Practical tools. Free to download.

Built for practicing financial advisors not generic business owners. Explore the resources below and use what helps you most.

Digital Book · PDF

The Journey

The digital copy of our flagship book for financial advisors.

  • The mindset shifts behind every million-dollar practice
  • How top advisors design a business around their life
  • A framework you can start applying this week
Get Free Access

PDF · instant download

DIGITAL GUIDE · PDF

Double Your Production

A practical guide to help financial advisors increase production with more focus and consistency.

  • Discover a clearer approach to increasing advisor production
  • Focus your time and energy on the activities that move the needle
  • Turn practical strategies into consistent, measurable growth
Get Free Access

PDF · instant download

Excel Template · XLSX

Advisor Activity & Pipeline Tracker

The spreadsheet our coaches use to keep advisors accountable.

  • Track daily activity against the numbers that matter
  • See pipeline value, stage and close probability at a glance
  • Built-in dashboard, no formulas to write
Get Free Access

Excel · works in Sheets too

New · from the coaches at Getting Results

Getting Results coaching, now powered by AI.

Meet Coach Edge, your always-on AI coach trained on the Getting Results method. Talk through what's in your way, set your standing time, and build the small daily edges that compound. Try it free for 7 days.

  • A real coach, on your schedule. Chat or text anytime. Get morning clarity, an afternoon course-correct, or an evening reflection.
  • The Getting Results method, built in. The same frameworks and straight talk our coaches use with advisors every day.
  • Built for follow-through. Set a standing coaching time, track your vital few, and keep the streak that turns intentions into results.
Start your free 7-day trial

✓ Free for 7 days ✓ No credit card to start ✓ Works on any device

INSTANT ACCESS

Tell us where to send your tools.

One short form unlocks the full collection of free resources. We’ll also send the occasional advisor insight; practical, short, and easy to opt out of.

  • Digital copy of The Journey
  • Advisor Activity & Pipeline Tracker
  • Additional free advisor tools and resources

Ready in 60 seconds

Fill out the form once and unlock the available resources instantly.

Built from real practices

Everything here comes out of coaching advisors through real growth, not theory.

Your details stay private

We never sell your information, and you can unsubscribe with one click.

FAQ

Questions, answered.

Yes. Every resource featured on this page is free to access. No credit card or coaching commitment required.

Formats vary by resource and may include PDFs, spreadsheets, worksheets, templates, and other practical tools.

No. These tools are open to any financial advisor. Many advisors start here and only later explore our coaching programs.

We use it to send your downloads and occasional advisor insights. We never sell or share your details, and every email includes a one-click unsubscribe.

Yes. Feel free to use and share the resources internally with your team.

ADVISOR INSIGHTS

Practical ideas for a stronger practice.

Get actionable strategies, advisor resources, and proven ideas delivered straight to your inbox practical, concise, and built for financial advisors.

Please correct the marked field(s) below.
Thank you for Signing Up
No spam. Just useful ideas and resources. Unsubscribe anytime.

Ready to put these tools to work?

Get the free resources, then take the personal assessment to see exactly where your practice may be leaking time and revenue.

Get My Free Tools