--- title: Tools description: You've Been Framed purchase come practice management business coaching tools for registered investment advisors and independent financial planners. --- [![ybfbookwhite.png](https://youvebeenframed.clientwise.com/hs-fs/hubfs/ybfbookwhite.png?width=300&height=74&name=ybfbookwhite.png "ybfbookwhite.png")](http://twitter.com/raysclafani) [![click here to purchase](https://no-cache.hubspot.com/cta/default/35590/3fb58d7c-c2f1-4eec-9741-9330e223d40c.png)](https://cta-redirect.hubspot.com/cta/redirect/35590/3fb58d7c-c2f1-4eec-9741-9330e223d40c) ![editedstock.png](https://youvebeenframed.clientwise.com/hs-fs/hubfs/editedstock.png?width=2716&name=editedstock.png "editedstock.png") You've been framed # Tools ### Are you ready to reframe?  This book provides all the tools you need to consider how you may wish to reframe yourself, your team, and your firm, as well as to engage in the actual reframe. Included with the purchase of the book, you gain access to online resources and assessment tools, which you can easily download right here off the site.  Also included in purchase of You've Been Framed is access to our online learning community and network for Financial Advisors. [Claim your complimentary access now! ](https://youvebeenframed.clientwise.com/exchange) ### Haven't purchased yet?  [![amazon-button-1.png](https://youvebeenframed.clientwise.com/hs-fs/hubfs/amazon-button-1.png?width=170&name=amazon-button-1.png "amazon-button-1.png")](http://www.amazon.com/Youve-Been-Framed-Management-Relationships/dp/1119062012) [![wiley.png](https://youvebeenframed.clientwise.com/hs-fs/hubfs/wiley.png?width=180&name=wiley.png "wiley.png")](http://www.wiley.com/WileyCDA/WileyTitle/productCd-1119062012.html) # Download the tools as you read along... #### Chapter 2 [![](https://youvebeenframed.clientwise.com/hs-fs/hubfs/_YBF_Tools/Tool_2.1_Your_Wealth-management-checklist.gif?t=1443024408711&width=151)](https://youvebeenframed.clientwise.com/tools_chapter_2) #### Chapter 3 [![](https://youvebeenframed.clientwise.com/hs-fs/hubfs/Tool_3.1_Ten_Reasons_Your_Clients_Will_Love_You_for_Offering_True_Wealth_Management.gif?t=1443024408711&width=151)](https://youvebeenframed.clientwise.com/tools_chapter_3) #### Chapter 4 [![](https://youvebeenframed.clientwise.com/hs-fs/hubfs/_YBF_Tools/Tool_4.1_Succession_Planning_Checklist-1.gif?t=1443024408711&width=151)](https://youvebeenframed.clientwise.com/tools_chapter_4) #### Chapter 5 [![](https://youvebeenframed.clientwise.com/hs-fs/hubfs/_YBF_Tools/Tool_5.1_Leaders_Journey_Assessment_Right_Now.gif?t=1443024408711&width=151)](https://youvebeenframed.clientwise.com/tools_chapter_5) [![](https://youvebeenframed.clientwise.com/hs-fs/hubfs/_YBF_Tools/Tool_5.2_A_Guide_to_Defining_Your_High-Performing_Team.gif?t=1443024408711&width=151)](https://youvebeenframed.clientwise.com/tools_chapter_5) #### Chapter 6 [![](https://youvebeenframed.clientwise.com/hs-fs/hubfs/_YBF_Tools/Tool_6.1_Checklist_for_Conducting_CW_Conversation_After_Client-Review-1.gif?t=1443024408711&width=151)](https://youvebeenframed.clientwise.com/tools_chapter_6) [![](https://youvebeenframed.clientwise.com/hs-fs/hubfs/_YBF_Tools/Tool_6.2_ClientWise_Conversation_Data-Collector.gif?t=1443024408711&width=151)](https://youvebeenframed.clientwise.com/tools_chapter_6) #### Chapter 7 [![](https://youvebeenframed.clientwise.com/hs-fs/hubfs/_YBF_Tools/Tool_7.1_Example-Needs-Target-Market_Solutions_and_Centers_of_Influence.gif?t=1443024408711&width=151)](https://youvebeenframed.clientwise.com/tools_chapter_7) [![](https://youvebeenframed.clientwise.com/hs-fs/hubfs/_YBF_Tools/Tool_7.2_Brainstorming_the_New_Frame-1.gif?t=1443024408711&width=151)](https://youvebeenframed.clientwise.com/tools_chapter_7) #### Chapter 8 [![](https://youvebeenframed.clientwise.com/hs-fs/hubfs/_YBF_Tools/Tool_8.1_A_Guide_to_Defining_Your_High-Performing_Team.gif?t=1443024408711&width=151)](https://youvebeenframed.clientwise.com/tools_chapter_8) [![](https://youvebeenframed.clientwise.com/hs-fs/hubfs/_YBF_Tools/Tool_8.2_Ten_Steps_to_Leading_A_Highly_Effective_Team.gif?t=1443024408711&width=151)](https://youvebeenframed.clientwise.com/tools_chapter_8) [![](https://youvebeenframed.clientwise.com/hs-fs/hubfs/_YBF_Tools/Tool_8.3_Marketing_Firms_to_Help_You_Build_Your_Brand.gif?t=1443024408711&width=151)](https://youvebeenframed.clientwise.com/tools_chapter_8) [![](https://youvebeenframed.clientwise.com/hs-fs/hubfs/_YBF_Tools/Tool_8.4_Marketing_Campaign_Organizer.gif?t=1443024408711&width=151)](https://youvebeenframed.clientwise.com/tools_chapter_8) #### Chapter 9 [![](https://youvebeenframed.clientwise.com/hs-fs/hubfs/_YBF_Tools/YBF_9.1_Discovery_Questions.jpg?t=1443024408711&width=151)](https://youvebeenframed.clientwise.com/tools_chapter_9) [![](https://youvebeenframed.clientwise.com/hs-fs/hubfs/_YBF_Tools/Tool_9.2_Improve_Your_ClientWise_Acquisition_Process.gif?t=1443024408711&width=151)](https://youvebeenframed.clientwise.com/tools_chapter_9) #### Chapter 10 [![](https://youvebeenframed.clientwise.com/hs-fs/hubfs/_YBF_Tools/Tool_10.1_The_Advocate_-Self_Approach_Assessment.gif?t=1443024408711&width=151)](https://youvebeenframed.clientwise.com/tools_chap_10) [![](https://youvebeenframed.clientwise.com/hs-fs/hubfs/_YBF_Tools/Tool_10.2_Potential_Client_Advocate_Checklist.gif?t=1443024408711&width=151)](https://youvebeenframed.clientwise.com/tools_chap_10) [![](https://youvebeenframed.clientwise.com/hs-fs/hubfs/_YBF_Tools/Tool_10.3_New_Introduction_Tracking_Sheet.gif?t=1443024408711&width=151)](https://youvebeenframed.clientwise.com/tools_chap_10) [![](https://youvebeenframed.clientwise.com/hs-fs/hubfs/_YBF_Tools/Tool_10.4_Loyal_Client_Advocate_Approach_Key_Findings.gif?t=1443024408711&width=151)](https://youvebeenframed.clientwise.com/tools_chap_10) [![](https://youvebeenframed.clientwise.com/hs-fs/hubfs/_YBF_Tools/Tool_10.5_Interview_Questions_for_Pontential_Professional_Advocates.gif?t=1443024408711&width=151)](https://youvebeenframed.clientwise.com/tools_chap_10) #### Conclusion [![](https://youvebeenframed.clientwise.com/hs-fs/hubfs/_YBF_Tools/Tool_C.1_A-Checklist_Signals_of_Reframing.gif?t=1443024408711&width=151)](https://youvebeenframed.clientwise.com/tools_conclusion) As Featured In [![Investment-News.png](https://youvebeenframed.clientwise.com/hs-fs/hubfs/Investment-News.png?width=406&name=Investment-News.png "Investment-News.png")](http://www.thinkadvisor.com/2015/08/03/advisors-at-a-crossroads) [![2000px-The_Wall_Street_Journal_Logo.svg_copy.png](https://youvebeenframed.clientwise.com/hs-fs/hubfs/2000px-The_Wall_Street_Journal_Logo.svg_copy.png?width=2000&name=2000px-The_Wall_Street_Journal_Logo.svg_copy.png "2000px-The_Wall_Street_Journal_Logo.svg_copy.png")](http://www.wsj.com) #### About Us This wealth management how to book is available currently on multiple platforms:  To purchase on Amazon: [Click Here ](http://www.amazon.com/Youve-Been-Framed-Management-Relationships/dp/1119062012) To purchase from Wiley: [Click Here ](http://www.wiley.com/WileyCDA/WileyTitle/productCd-1119062012.html)   #### More Links #### Contact Us  (800) 732-0876  [ info@clientwise.com](mailto:%20info@clientwise.com) 5215 N O Connor Blvd Suite 320 Irving, TX 75039 Copyright 2015 | Frame the Future © [[fa icon="chevron-up"]](https://youvebeenframed.clientwise.com/practice_management_tools#)