Evergreen how-tos for owners and advisors — worked through once, kept open on the second monitor forever.
A working playbook for retiring the commission spreadsheet: what to capture the day a booking is written, what to check at close, and how to spend reconciliation time on exceptions only.
Updated August 2026 · 8 min read
Read the playbookFrom signed agreement to first booking: the access, decisions, and site setup that get a new advisor producing in week one — and the waiting that usually prevents it.
Updated August 2026 · 8 min read
Read the guideCommission rates, agency cuts, and advisor splits, explained for owners setting them the first time — with the trade-offs the headline numbers hide.
Updated August 2026 · 7 min read
Read the guideA response-time process for agencies that lose bookings to silence: an SLA the team can actually hit, a definition of assigned that means something, and a way to see leads before they slip.
Updated August 2026 · 8 min read
Read the playbookThe questions to ask a prospective host — about pay, support, technology, and exit — before signing for the headline split.
Updated August 2026 · 8 min read
Read the guide