Evergreen how-tos for owners and advisors — worked through once, kept open on the second monitor forever.
From 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 guideThe questions to ask a prospective host — about pay, support, technology, and exit — before signing for the headline split.
Updated August 2026 · 8 min read
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