ADVISOR CRUNCH

For independent solo financial advisors

Own Your Alpha.

Build a practice your clients can count on when a decision gets hard. Start with the book and interactive workbook, then use the four-week implementation plan to improve how you guide clients and document what changed.

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Free access. No email or account required.

Read it. Work through it. Put it into practice.

  1. Step 1

    Read Own Your Alpha

    Download Grant Barger’s 283-page book and see how your competency, character, and concern show up in the way you serve clients.

    Get the free book (PDF)

  2. Step 2

    Use the interactive workbook

    Apply the book to your own practice. Work through the exercises and save your responses as a PDF for your eyes only.

    Open the workbook

  3. Step 3

    Start the four-week practice

    Begin with five short sessions. Choose one problem in your practice and build a repeatable way to address it.

    Start the first five sessions

The free four-week practice

Bring a real problem from your practice. Each week gives you something concrete to use in the next.

  1. Week 1

    Diagnose & Direct

    Choose one problem worth working on.

    Open Week 1 Download Week 1 workbook (PDF) Five-session field guide (PDF)

  2. Week 2

    Define & Govern

    Set the standard for decisions and where AI can assist.

    Open Week 2 Download Week 2 workbook (PDF)

  3. Week 3

    Install & Translate

    Put the standard to work in a real conversation or workflow.

    Open Week 3 Download Week 3 workbook (PDF)

  4. Week 4

    Prove & Scale

    Capture what changed and decide what to carry forward.

    Open Week 4 Download Week 4 workbook (PDF)
Start Week 1

Free advisor resources

Pick an Alpha Install, diagnostic, or AI walkthrough you can use on a problem you’re facing now.

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Grant Barger

Founder of Advisor Crunch
Author of Own Your Alpha