Workbooks

Do-the-work tools for advisors ready to close the gap.

A structured working tool that takes you from insight to action - built around the Authority Before Contact framework. Sent as a digital download - save it, print it, and work through it at your own pace.

Authority Before Contact

The diagnostic that shows you where to begin.

Before you can close a gap, you need to know precisely where it is largest. The Standing Gap Score is the starting point - a self-administered diagnostic that gives every advisor a precise reading of where their practice is breaking down, before they invest time or money in fixing the wrong thing.

Free with masterclass registration

Authority Before Contact

The Standing
Gap Score

The Advisor Recognition Diagnostic

"Discover Why You Are Being Compared
When You Should Be Consulted"

Visibility· Recognition· Positioning· Trust· Standing
Satish Rao Authority Marketing Strategist for Solopreneurs Author of The Trusted Advisor and Build the Bridge Authority is decided before you speak.
AuthorityBeforeContact.com Workbook v1.0

The Standing Gap Score

The Advisor Recognition Diagnostic

A 25-question self-assessment across five dimensions - Visibility, Recognition, Positioning, Trust, and Standing. Three sub-niche examples per question for Real Estate, Mutual Fund, and Insurance. Scoring bands, a 90-Day Action Plan drawn from your specific gaps, The Recognition Path, and a Standing Gap Declaration.

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Additional working tools - The Bridge Builder, The Trusted Advisor Identity Workbook, and The Decision Architecture Workbook - are introduced at the relevant stage of the curriculum. They are not available separately.

Want to take the diagnostic now? The interactive version is available here.

Free with registration

One diagnostic. One clear picture. Zero cost.

The Standing Gap Score tells you precisely where your practice is breaking down — across five dimensions, in your specific sub-niche. Sent as a digital download the moment you register for the free masterclass.

Reserve your free masterclass seat → Explore the books
Not ready for the masterclass yet? Stay connected.

Join The ABC Club.

Join The ABC Club — free, no pressure, leave at any time.

The ABC Club is the community of advisors learning and practising the Authority Before Contact body of work. Positioning frameworks, peer discussions, case study deep-dives, and direct updates from Satish - all in one place. Free to join - no pressure, leave at any time.

  • Positioning frameworks

    Practical frameworks for building authority before first contact - shared directly from Satish's advisory work.

  • A peer community of serious advisors

    Connect with experienced advisors across India working on the same positioning and trust-building challenges.

  • Case study discussions

    Deep dives into real advisor repositioning stories - what changed, what worked, and why it worked.

  • Resources and templates

    Downloadable tools, referral briefs, positioning language guides, and conversation starters.

  • Direct updates from Satish

    New insights, book excerpts, and community-first material as they are developed - before anywhere else.

Join The ABC Club

Free to join — no pressure — leave at any time.