AdvisorToClient
Check List Archive

Checklist: Develop a family share structure

Begin by knowing the answers to the following eight questions

Financial Planning

Checklist: Planning for executor success

Use this checklist as a guide to help your clients choose the right executors.

Financial Planning

Checklist: Pre-empting problems with executors

When clients choose executors, they should consider people's ages and skill sets.

Financial Planning

Checklist: 3 recommendations for young investors

There is a pro and a con to being a young investor. Here's how to handle them both.

Financial Planning

Checklist: 6 questions to ask before you sell

Help retiring business owners by urging them to answer these questions.

Financial Planning

Checklist: Peak earnings pitfalls

Are you in danger of squandering your peak earnings years? This quick checklist of common peak earnings pitfalls can help you answer that question.

Investing

Checklist: 9 things to consider when offering ETFs

Download this worksheet to use a reference when offering clients ETFs.

Investing

Checklist: Tally divorce assets

Here’s what to cover off in client meetings about divorce assets, as well as some to-dos to take care of in advance to make the meeting more productive.

Financial Planning

Checklist: Documents for divorce

Here’s what to cover off in client meetings about divorce, as well as some to-dos to take care of in advance to make the meeting more productive.

Financial Planning

Checklist: Divorce liabilities

Here’s what to cover off in client meetings about divorce liabilities, as well as some to-dos to take care of in advance to make the meeting more productive.

Financial Planning