Free resources from Advisor Crunch

Discover the truth
about your
advisor value.

Recognize what makes you valuable. See where AI may change the equation. Understand your options for the next three to five years.

Built for independent financial advisors in their 50s and beyond who are thinking about growing, staying, stepping back, transitioning, or selling.

Explore the free resources

Free downloads by email. Interactive tools with no email required.

Free downloads delivered by emailInteractive tools · Immediate accessYou decide what comes next

Free resources. Delivered to your inbox.

A clearer perspective.
Something you can keep.

Choose a free download below. Each button takes you to its Advisor Crunch product page on Podia, where you enter your email to receive the resource.

Start here / Free white paper

Advisor Alpha White Paper

Human Authority Preservation Under AI Compression

Explore how AI changes advisor value, why invisible value becomes vulnerable, and what it takes to preserve human authority.

Get the free white paper ↗

Email required on Podia. Free email delivery.

These resources are free. Requesting a download through Podia requires your email; review the email subscription notice on the product page before submitting.

The person behind the resources

Meet Grant Barger.

Creator of Advisor Crunch · Former financial advisor · Advisor coach

Drawing on decades in financial advising and advisor coaching, I created Advisor Crunch to help independent advisors strengthen the value only they can bring.

These resources help you recognize your strengths, examine how AI affects your practice, and make informed decisions about your next three to five years. My goal is to help you build greater autonomy—and take ownership of what comes next.

Grant Barger, creator of Advisor Crunch

Prefer to explore right now?

Interactive tools.
No email required to begin.

Use the assessments immediately, or read the Alpha Ownership guide. These pages open directly without requesting a download by email.

01 / YOUR STRENGTHS

What makes your contribution valuable?

The Advisor Alpha Strengths Audit helps you recognize the strengths you've earned through your competency, character, and genuine concern.

Use it to: identify strengths you can make more visible to clients.

Explore your strengths ↗
02 / YOUR AI EXPOSURE

Where could AI compress your practice?

The AI Compression Risk Audit uses 12 scenarios to help you examine where your contribution may be harder for clients or potential successors to recognize.

Use it to: find an area that deserves a closer look before you add another AI tool.

Take the AI risk audit ↗
03 / YOUR OPTIONS

How do you take ownership of what comes next?

The Alpha Ownership guide explains how Advisor Crunch connects human value, advisor-directed AI, and practical work on your business.

Use it to: understand the four-week system and decide whether it fits your goals.

Explore Alpha Ownership ↗

The audits and guide are free to explore. The guide also describes the optional paid Advisor Crunch program.

Want to look a little deeper?

Two more questions worth exploring.

Alpha Ownership & Options Audit

Examine how AI support, tangible client value, and your future business options fit together.

Capacity Wall Assessment

Explore where demands on your time may be limiting your ability to improve the business.

Turn insight into something useful

One finding.
One next action.

Alpha Ownership is the discipline of creating, protecting, proving, and expanding your Advisor Alpha. These resources give you a place to begin.

  1. 01
    Choose one resource.Follow the question that matters most to your practice today.
  2. 02
    Write down one meaningful finding.A strength to demonstrate, a gap to investigate, or a decision to make.
  3. 03
    Choose one action you can take this week.For example: document how your judgment changed one client's decision and why it mattered.

When you're ready to act

Build on what you discover.

The four-week Advisor Crunch is a self-directed system for strengthening your client value, using AI with confidence, and preparing for the future you want.

$100 per week · $400 for all four weeks · Begin with Week One and continue when ready.

Explore Week One ↗

Before you begin

A few simple answers.

Are these resources really free?

Yes. The featured Podia resources, assessments, and Alpha Ownership guide are free to access. The four-week Advisor Crunch program is a separate, optional purchase.

Which resources require my email?

The free downloads take you to Podia product pages, where you provide your email for delivery and review the subscription notice. The interactive assessments and Alpha Ownership guide open directly without an email requirement. No appointment is required.

Where should I start?

Choose the Advisor Alpha White Paper for an overview you can keep. Start with the Strengths Audit to recognize what you can build on, or choose the AI Compression Risk Audit to examine changing client expectations.

Is Advisor Truth part of Advisor Crunch?

Yes. Advisor Truth is the free resource page from Grant Barger, creator of Advisor Crunch. It brings together tools to help independent advisors examine their value and make informed choices about their next three to five years.