Resources
The resource library.
Guides, worksheets, and prompts you can read, download, and mark up. Free, with no sign-up. For the interactive versions that ask you a few questions and build a result in your browser, use the advisor tools.
Free / PDF guide
The Positioning Blueprint
The full three-pass system for finding the positioning you are too close to see. Read it on the page or download the PDF.
Open
Free / PDF worksheets
The Sniff Test
A presence review for the people who get looked up first. Four printable versions: solo advisor, the firm, financial leadership, and outside financial services.
Open
Free / Prompt library
The Prompt Library
Prompts for financial advisors using AI seriously. Two depths per set: The Sketch for a fast first try, The Blueprint for the real work.
Open
Free / Interactive
The advisor tools
Three tools that ask a few questions and build a result you can copy or download: a positioning brief, a presence review, and a four-week content plan.
Open