Welcome to your online workbook for The Good That Financial Advisors Do!

This interactive tool is custom–designed to help you gain even greater value from the concepts and strategies outlined in the book.

In each chapter of the book, Dan asks a few questions to help you think about your past, present, and future as an advisor. Use this online tool to fill in your answers and to continually develop your thinking about how you’re already creating value for your clients — and how you’re going to create even greater value in the future.

This workbook is completely confidential and easy to use. Fill it out online, save it as an editable PDF, or print it out and use it in your discussion groups.

Now let’s get started!