The Platform Field Guide
Your working document for platform due diligence — from baseline to decision.
Rob Engle, MBA · Principal, Forge Lane Partners
Most advisors start a platform evaluation with a recruiting dinner and a deck. They end up comparing platforms against each other instead of against what they actually need.
This field guide changes that. It’s a working document — designed to be printed, filled in, and brought into every platform conversation you have. It starts with your baseline and ends with a decision.
What’s inside
PDF · Print-ready · No email required
Prefer to work digitally?
The interactive version saves your data between sessions, scores platforms automatically, and generates a summary you can bring to your clarity call.
Why Forge Lane Exists
I spent thirty years on the other side of this conversation. Recruiting advisors, building platforms, sitting in the room where the offers got structured. I know how the math gets presented — and I know what doesn’t make it into the deck.
Forge Lane exists because advisors deserve at least one conversation with someone who has no agenda on the other side. I am compensated solely by the firm you choose — no referral fees, no platform incentives, no back-channel arrangements.
That bothered me enough to do something about it.
Next Step
Want a second set of eyes on what you’re seeing?
Bring the completed field guide to a conversation with Rob. No pitch. No platform waiting on the other side. Just an honest read on what the numbers and the contract actually mean.
Book a Clarity CallI don’t pitch platforms. I help you decide. · One job. Your decision. Not theirs.