What's in this pack
Quarterly goal-setting framework
Structured planning prompts for adviser firm growth targets
Competitor analysis brief
Profile a local competitor firm and identify your differentiation angles
Staff review agenda builder
Generate structured 1-to-1 agendas with prep notes from past interactions
FCA disclosure draft assistant
Draft client-facing disclosure language — not legal advice, always review
Monthly management report
Turn KPI data into a clean narrative report for practice principals
Process documentation for a new paraplanner
Write onboarding documentation for a new team member
Firm-wide email policy and etiquette guide
Establish clear standards for client-facing communication
Year-end firm review outline
Structure the annual review meeting with business partners
Client onboarding checklist
Ensure every new client goes through a consistent, thorough onboarding
FCA regulatory calendar
Know what is coming and when — stay ahead of compliance deadlines