Advisor Resources
Airtable Advisor Directory
View information about your fellow advisors, including location, niche, software specialization, areas of expertise, interests, etc.
Advisor Directory Demo
Join us for a tutorial of our new advisor directory! Meant to facilitate referrals and additional revenue streams for Breakaway advisors, the directory includes profiles, showcasing specialties, contact information, preferred communication methods, and interests.
Frustration Station
While we're usually all about the positive here at Breakaway, join us for a unique Breaktime where we dive into frustration. Shea provides tips for managing frustration, such as knowing your triggers, separating fact from fiction by telling yourself the right story, managing your own expectations, learning how to have crucial conversations, and viewing frustrations as opportunities to learn.
Making Community Work For You
There is a direct correlation between advisors who actively participate in our community and those that reach their goals (revenue + joy!) But, there is a lot going on! Learn how to manage the support channels that are most meaningful to you so your Breakaway interactions are uplifting, not overwhelming.
Building Workflows
What on Earth are ‘workflows’ anyway, and why do we at Breakaway talk about them so much? Here you’ll learn why—and how—to build integrated, automated workflows. We discuss how to identify your critical client processes, where to build your workflow, and how to create an effective structure for your team.
Family Office
Friend of Breakaway Rich Wolkowitz, founder of Xylogenesis Family Office Advisory what a family office servuice is, and why it is important. He discusses the three key aspects of family office: durable family harmony, financial prosperity, and operational excellence.
Learn more about this unique service offering, and when it might make sense for your clients.
Security Protocol & Phishing Training
Mandatory training reviewing key measures to protect the confidentiality of both client and advisor data.
Virtual Presentation Best Practices
If you’re giving an online presentation, access our PDF below with tips to make sure it’s professional and polished. This also includes best practices for recording your content for later use.
Due Diligence Checklists
If you've ever had a client go through the process of raising capital, you know that it's an arduous process. These types of clients have specific needs to ensure they are "equity ready" (or, for a business that doesn't want to do a raise, "sale ready.”) Below are sample due diligence checklists outlining what a company should have at their fingertips if they're at that stage. Feel free to reach out to Martin with any questions, or for guidance on how to scope this as a value added service.