The Insight PlaybookBuild the Playbook Your
Practice Deserves
Turn 25+ years of expertise into a structured, scalable system your team can follow. Stop answering the same questions. Start building repeatable processes.
The Problem Every Advisor Faces
Knowledge Trapped in Your Head
You know exactly how to do things. Your team does not. Every hire restarts the cycle. Your process is not scalable until it is written down.
Inconsistent Processes
Your team handles client situations differently. Email templates vary. Procedures get lost. Consistency is the foundation of professional growth.
The Same Questions Over and Over
How do we onboard a client? When do we reach out? What is our financial planning process? Your playbook answers these once, permanently.
Simple, Transparent Pricing
Launching soon. Join the waitlist to be first in line.
The Guide
One-time purchase
- Playbook design framework
- Recommended chapter structure
- Database design templates
- Notion migration guide
- Claude Project prompt
Guide + Template
One-time purchase
- Everything in The Guide
- Duplicatable Notion template
- Pre-built hub page
- 4 ready-to-use databases
- Placeholder content
The Full Package
One-time purchase
Save over $690 vs. buying separately
- Everything in Guide + Template
- 1-hour strategy session with Shea
- Practice-specific design review
- Database structure guidance
- Team rollout planning
What Advisors Are Saying
Shea has built exactly what I wish existed when I started scaling my practice. The Insight Playbook is not theory. It is a practical framework built by someone who runs a real advisory practice with real clients. That matters. You can tell the difference between someone who consults about operations and someone who actually does the work every day.
What is Included
| Feature | The Guide | Guide + Template | Full Package |
|---|---|---|---|
| Playbook Design Framework | ✓ | ✓ | ✓ |
| Chapter Structure Guide | ✓ | ✓ | ✓ |
| Database Design Templates | ✓ | ✓ | ✓ |
| Notion Migration Guide | ✓ | ✓ | ✓ |
| Claude Project Prompt | ✓ | ✓ | ✓ |
| Duplicatable Notion Template | ✗ | ✓ | ✓ |
| Pre-built Hub Page | ✗ | ✓ | ✓ |
| 4 Ready-to-Use Databases | ✗ | ✓ | ✓ |
| Placeholder Content | ✗ | ✓ | ✓ |
| 1-Hour Strategy Session | ✗ | ✗ | ✓ |
| Practice-Specific Design Review | ✗ | ✗ | ✓ |
| Database Structure Guidance | ✗ | ✗ | ✓ |
| Team Rollout Planning | ✗ | ✗ | ✓ |
Ready to build your playbook?
Choose the product that fits where you are today.
Built by Shea Sanche, CFP
Shea Sanche, CFP
Shea has built systems that work. Not just once, but repeatedly across 27 years. He has written procedures that his team follows, built databases that scale, and created processes that survive growth.
This is what it looks like when someone who actually runs a practice teaches others how to do the same.
Frequently Asked Questions
A Practice Playbook is your documented system. It contains the procedures, templates, checklists, and databases that define how your practice works. It is where your team goes to find email templates, how your team knows the onboarding process, and what triggers different business decisions. It is the operating manual for your practice that scales with you.
Yes. The Guide, templates, and strategy session all center on Notion as the platform for your playbook. Notion is accessible, powerful enough for complex systems, and affordable. If you do not have a Notion account, you can create one for free and upgrade as needed.
You will receive immediate access to your product. If you purchase The Guide, you get a PDF with the framework, chapter structure, database designs, and a Claude Project prompt. If you purchase Guide + Template or Full Package, you will also get a link to duplicate the Notion template into your own workspace. For Full Package customers, you will receive instructions to schedule your strategy session with Shea.
Yes. The Guide, template, and all materials are yours to use and share within your practice. Your team can access the Notion playbook, use the templates, follow the procedures. This is designed to be your operating system, not a passive document.
The Full Package includes a one-hour strategy session where you can ask practice-specific questions and get guidance tailored to your situation. If you purchase The Guide or Guide + Template and want personalized support later, you can add strategy sessions as needed.
Still have questions?
We are happy to help. Reach out and we will get back to you within one business day.
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