Advisor Packet
What it is, why it speeds decisions, and how to use it with your existing professionals.
Updated: 2026-02-08
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The advisor packet: a complete guide to client financial summaries that actually work (2026)
What belongs in an advisor packet, why most client summaries fail complex households, and how to build one that turns meetings from recap sessions into decision sessions.
How to measure whether your financial advisor is worth it (2026)
An evidence-based framework for tracking advisor value at the decision level. Quantitative and qualitative metrics, the Annual Value Audit, and how outcome tracking changes the advisor relationship.
