Skills and competencies
Client, Personal and Business frameworks – how are your skills and competencies across these?
Non-Client Facing
Advocacy – Confidence Levels
A tool to help your advocacy clients articulate how they’re feeling in all areas of their life
Client Facing
4 Sights
Business, Board and Advocacy – how a SAN adviser can bring Hindsight, Oversight, Insight and Foresight to the situation.
Client Facing
Ruinous Empathy V’s Radical Candour
A framework for having difficult conversations
Client Facing
Passing the Baton
The concerns, considerations, challenges & opportunities that arise when passing the baton from Founder to Rising Generation
Client Facing
Feelings Model
An emotional intelligence framework
Client Facing, Non-Client Facing
Wealth Transition Statistics
Interesting statistics around wealth transition, family wealth succession and business succession
Non-Client Facing
How to run a meeting for a Significant Individual
Suggested Agenda/checklist for running a meeting with Significant Individuals, including what collateral to use
Non-Client Facing
Empowerment Triangle
A framework about responsibility, moving from a Reactive to Creative mindset
Client Facing, Non-Client Facing
Be A Great Family – 100 year plan
Collateral to help clients get clear on their personal legacy & then that of the wider family and community
Client Facing
Agile Adviser Wheel
A great resource to assess your capabilities & also to use with your best of breed team
Non-Client Facing
10-3-Now BLANK
A blank version of the 10-3-Now collateral ready to download for a client meeting
Client Facing
Blue Print – Significant Families
Visual representation of the Adviser role with a Significant Family
Non-Client Facing
Blue Print – Significant Individual
Visual representation of the Adviser role with a Significant Individual
Non-Client Facing
Succession
Success planning document which includes looking at succession with a Risk
Non-Client Facing
The Grow Model Questions
Brian Fitzpatrick’s list of questions to use with the Grow Model collateral
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Client Pitch Pack
Example of pitch meeting documents for client meeting
Client Facing
C&D 24.04.03 Staff retention strategies
Visual representation of Staff Retention Strategies
Client Facing
C&D 24.04.03 Pipeline of success
Step by step process to move from current role to SAN adviser role
Non-Client Facing
C&D 24.04.03 Value Lens
How comparison can help clients determine value
Non-Client Facing
Problem V’s Frameworks (what to use when)
List of collateral and the situation in which to use it
Non-Client Facing
Do you need an advisory board?
Questions to ask clients to help demonstrate how an advisory board could help them
Client Facing
Why a sounding board?
Questions to ask clients to help demonstrate how as a SAN adviser you could help them
Client Facing
Why an Advisory Board?
Document that demonstrates how an advisory can help a business owner or CEO
Client Facing
Succession
Success planning document which includes looking at succession with a Risk Management Lens
Non-Client Facing
3 Big Questions
Important questions to ask your new clients as an adviser
Client Facing
Angst Case Study
Case Study: Significant Advice for complex business families
Non-Client Facing
Chaos to Greatness
Assessment of the current position of a business to where they aspire to be
Client Facing
Checklist
Checklist for advisers outlining the process of advising a client, including the relevant frameworks & supporting collateral required.
Non-Client Facing
Engagement Agreement Template
Template SAN engagement agreement with a breakdown of services offered, monetary and meeting obligations.
Client Facing
Meeting Guidelines
Structuring the first meetings with a client & suggested collateral
Non-Client Facing
Red Blue Black Green
Framework to help advisers demonstrate the activities of a business owner/CEO and improve functionality and focus
Client Facing
Sample Board Business Plan
Sample plan to visualise the roadmap and trajectory of a business, by comparing current practices with the desired future position of the company.
Client Facing
SAN Family Constitutions
Family constitution document that outlines the management of a family’s wealth, bringing forth the overarching desires and legal technicalities.
Client Facing
Why do business families need a family board
Jon Kenfield’s Business Families collateral
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Spheres Of Influence
Framework demonstrating the opportunities for SAN clients within your known circles
Non-Client Facing
Suggested Agenda
Adviser reference document for the recommended agenda of individual, family board and business board meetings
Non-Client Facing
Wealth Interview Flow Chart
Process for undertaking a wealth interview with a client.
Non-Client Facing
10-20-100 Year Plan
Template of 10, 20 and 100 year asset/wealth transition plan
Client Facing
10-3-NOW – Mr & Mrs Client
Example of how to structure client goal planning through determining their current status, 3-year goals and 10-year goals.
Non-Client Facing
12 Month Plan Of Attack
Visual representation of how to approach your year long to do list
Non-Client Facing
12 Month Plan
Quarter by quarter breakdown of the clients financial game plan, providing an overview of the areas of focus throughout your 12-month engagement.
Client Facing
Appointed Attorneys
Estate planning diagram to aid in getting the client well organised
Client Facing
Asset Protection
Brick wall visual representation of asset protection and the factors that threaten family wealth.
Non-Client Facing
Deeds And Documents
Sample layout of online vault of deeds and documents
Non-Client Facing
Discussion Document
Formal client discussion sample, covering the family’s’ mission, values, key concepts, and background information of the integrational wealth transfer.
Non-Client Facing
Dos And Donts
A guide of what to do and what not to do when managing your relationship with a client.
Non-Client Facing
Financial Snapshot
Template of the group financial position of a client, with the source and application of all funds.
Client Facing
Group Structure Diagram
Sample of a group structure diagram to use with clients to help them become more financially organised
Client Facing
Perception of Value
Understanding where the client actually sees value which may be different from where you think the client sees value
Non-Client Facing
Pricing Engagements
Pricing engagement’s structure, by identifying your ideal number of engagement revenues and mix of clients.
Non-Client Facing
Risk Management 4Assest
Approaching asset risk management through; reducing, avoiding, transferring and / or retaining (risk management structure)
Client Facing
Risk Management Full
Approaching risk management (all types of risk) through; reducing, avoiding, transferring, and / or retaining
Client Facing
Top of Mind
Common thoughts, concerns and desires of significant individuals in regard to their family group
Client Facing
Demonstrate Capability
Demonstrate capability in across total balance sheet and success planning
Non-Client Facing
My Ideal Week
Weekly planner template for Advisers and clients
Includes daily tasks, appointments, clients as well as goals for yourself, your family and your business.
Client Facing
Swimming Lanes
Identifying the current swim lane as an accountant, lawyer or wealth adviser and demonstrating the skills and knowledge required to move to a SAN adviser
Non-Client Facing
Wheel Of Competancy
Wheel of skills and abilities for you to rate yourself to see what areas may need attention
Non-Client Facing
