Adviser leaderboard
Your people, by the good they have done. Select any adviser to see their full contribution and progress toward the CFP Board’s encouraged 20 pro bono hours a year.
| # | Adviser | Meetings | Hours | People served | Contribution | Impact score | Recognition |
|---|
Office leaderboard
Ranked so that a small office with high participation can outrank a large one that is only ahead on headcount. Per-adviser figures are normalized by each office’s headcount band, and the impact score weights participation alongside volume.
| # | Office | Headcount | Volunteering | Participation | Meetings | Hours | Mtgs / adviser | Hrs / adviser | Impact score |
|---|
Trends over time
The full history for the selected scope, month by month, by quarter, or by year.
Changes are against the period immediately before the one selected. Figures for windows shorter than the whole program are a sample shape.
How clients rated their adviser
Satisfaction, year by year
Who your advisers are serving
Everything here is aggregate. Any group smaller than 10 people is shown as “fewer than 10” rather than a number, so no individual can be identified. Your firm never sees individual client records or any named client’s finances.
Stories your firm can share
Real messages from clients who gave permission to share them. First name only, never any other identifying detail, and every one approved before it appears here. Copy or download any of them for your own communications.
Turn this into something you can publish
Put your advisers’ impact where your people and your community will see it — on your intranet, in the press, and across social.
Embed on your intranet
Publish a live widget wherever your employees go for information. It refreshes on its own.
Live preview
Exactly what your colleagues will see where you place it.
Ready to post and send
A card for social, press-ready figures, and pre-written outreach for every channel — all reflecting the scope and period you have selected.
Social card
Download it as an image, or copy the figures for a press note.
Ready to send
Pre-written outreach for every channel, editable before you send.
Give more of your people a way in
Run your own pro bono days on your own schedule, and open volunteering to everyone at the firm — not only the advisers.
Your events
Volunteer roles beyond advising
You do not have to be an adviser to make this work. These roles are open to everyone at the firm.
Junior & senior adviser pairings
Pro bono cases are a safe, supported way for junior advisers to learn on real work alongside a senior colleague.
Nominate a community partner
Know a local organization whose people need this? Nominate them and Advisers Give Back will reach out and explain the program. When they come on board, the clients they refer are routed to your advisers — so your people serve their own community.
| Organization | City | Nominated by | Status |
|---|
Fall Giving Challenge
Your advisers give their time for free. Advisers Give Back covers everything around it — matching each household to the right planner, the scheduling and reminders that get them in the room, the technology, and adviser support. Firm giving keeps that running.
Prototype only — no payment is processed here.
Office vs office
A friendly competition between offices raises far more than a single firm-wide appeal — it gives every office something to own. Rank by per person and a small office can win outright, which is what keeps everyone in it to the last day.
| # | Office | Team goal | Raised | % of goal | Givers | Participation | Per person |
|---|
How to run it
Six steps, about four weeks end to end. Advisers Give Back will help with every one of them.
What your giving covers
Roughly $0 delivers one planning meeting to a household that could not otherwise afford advice.
Ways to boost it
Levers that reliably lift the total.
Messages to send
Written for a firm campaign, editable before you send.
More ways this could serve your firm
Directions on the roadmap. Tell Advisers Give Back which would matter most to your firm.
