For advisors
Free guides and tools for advisors
Everything here is free to use and free to share with your team, whether or not you use AdvisorKin.
Free to use
- First Meeting Checklist
What to ask a new prospect, how to run the meeting, and how to read their communication style. Printable, no sign-up.
- Follow-up messages
Ready-to-send messages for birthdays, policy dates, big moments and keeping in touch. Copy, add the name, send.
- MDRT calculator
The MDRT, COT and TOT figures for Singapore, and how much is left to go each month this year.
Guides
- CRM for financial advisors
Why sales CRMs do not fit advisory work, and what to look for instead.
- Client management for insurance agents
How to keep track of every client, their dates and your follow-ups, without a spreadsheet.
- What to write in client meeting notes
The six things to write down after every meeting, with an example note.
- Policy renewal reminders
The dates worth tracking for every client, and how to be reminded before each one.
- Free client list template
A ready-made Excel client list for agents, with a filled-in example. No sign-up.
- A CRM for agency teams
For unit leaders: see who's putting the work in, without seeing anyone's clients.
- How insurance agents get paid
First-year and renewal commission, the 55% rule, the balanced scorecard, and what the wage figures show.
- Birthday messages for clients
20 short, professional birthday wishes to copy and send, and what never to put in one.
- How to ask clients for referrals
When to ask, what to say, messages to send, and the PDPA and Do Not Call points to check first.
Leading a team?
On a team plan your own first meeting questions and follow-up messages show on every advisor's phone. See the team plan.