Advisor OS / Guides

Guides

Guides for agency leaders and advisory firm founders

How to run the agency around the selling: servicing, planning, the weekly meeting, roles and how the leadership team works together. Each guide lists its sources at the end.

Level 5 leadership: what it asks of an agency leaderJim Collins's five levels, the mix of humility and will, the window and the mirror, and whether you can grow into it. Meeting cadence: which meetings an advisory agency needs, and how oftenWhich meetings an agency needs and how often: the weekly leaders' meeting, one-to-ones, a quarterly planning day and the yearly reset. Strategic vs tactical leadership: are you leading the agency, or doing your managers' work?The difference in an agency, signs your week is all tactics, and how to hand tactical work to your managers. Insurance servicing: what it means, and how an agency runs itWhat counts as servicing, who owns each request, and the weekly list that keeps it moving. The Entrepreneurial Operating System (EOS): what it is, and whether it fits an advisory agencyThe six components, the weekly meeting and the scorecard, applied to an agency, and where EOS stops. Strategic planning for an advisory agency, on one pageHow to name the real obstacle, write the plan on one page, and keep it alive past January. How to run the Five Dysfunctions team exercise with your agency's leadersA two-hour run sheet for your managers, with agency questions for each dysfunction and a 30-day follow-up. Roles and responsibilities in an advisory agency, with a RACI chartThe usual seats, a RACI chart for the work that falls between them, and how to roll it out.

Looking for guides on selling itself, such as follow-up, sales KPIs or meeting agendas? ActivityTracker's blog, our sister site for sales teams, covers those.

Want help with the one that's costing you most?

Pick the guide closest to your problem and bring it to a 30-minute call. We'll look at it with you and tell you plainly whether coaching would help.

Book a 30-minute call
30 minutes, times shown in your timezone