Financial Services
Financial Advisor Practice Manager
$19.99
One-time purchase · Instant download · Both formats included
What's Included
11+ Worksheet Tabs
Working Formulas & Logic
Sample Data Pre-loaded
Instructions Tab
Excel (.xlsx) Format
Google Sheets Format
Overview
Practice management system for independent financial advisors and wealth managers. Track client book, AUM-based fees, meeting schedules, compliance logs, and practice profitability.
Worksheets Included (11)
Dashboard
Client Book
Fee Revenue Tracker
Meeting Planner
Financial Planning Checklist
Pipeline
Compliance Log
Practice P&L
Marketing Tracker
Goal Tracker
Instructions
Key Features
- Client book with AUM, risk profile, and fee structure
- AUM-based and flat fee revenue tracker by client
- Annual review and quarterly check-in planner
- Per-client financial planning checklist
- Prospect pipeline with estimated AUM and probability
- Compliance log for communications and disclosures
- Practice P&L with detailed expense categories
- Marketing campaign tracker with ROI
Ideal For
- Independent financial advisors
- RIAs
- Wealth managers
- Financial planners
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