Free tools for founder-led financial services firms
Internal Memo: Advice Firm Price Increase Playbook
The plan, the email and the meeting script I wrote for an advice firm raising fees on existing clients. Names and numbers blacked out.
Why Good People Leave Advice Firms (and What They Want) in 2026
What 1000 plus CSOs, Associates and Financial Advisers told me about why they leave advice firms, and what they want next.
Talent Foundations Audit
A one-hour spreadsheet audit of how an advice firm hires, onboards, develops and keeps its people.
Before You Hire Another Adviser, Find the Capacity You’re Already Paying For
Free guide for Australian advice firms. Find where your team is losing time and handle more clients with the team you already have.
Adviser Incentive Structures
The same adviser on a $1M book is paid $937,500 or $1,118,624 over five years, and only the incentive structure changes. All four, costed side by side.
Advice Firm AI Readiness Self-Assessment
A six-pillar scorecard for Australian advice firms. Score where you stand on AI today, and see the gaps to close before you spend a dollar.
The Advice Firm Scaling Calculator
See what a financial services firm could be worth in five years. Adjust the snapshot, pull the five levers, watch the valuation compound.
The 2026 Financial Advice AI Roadmap
For professional service businesses figuring out what to point AI at, and what to leave alone. Three don'ts, two case studies, a three-question filter.
The M.A.G.I.C. Advice Team Scorecard
A 15 minute audit for $3M to $10M service businesses. The five behaviours I look for to tell A-players from passengers, scored out of 25.