FREESources - cool tools to help you move your firm forward

Tools and Resources

When working with clients at Level 3-5 you may find this list of performance measures helpful.

performance_measurement_list.docx
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This template will help you think through the measures you want to introduce at Level 3.

measure_design_template.doc
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This video covers the 10 core principles - characteristics of a Trusted Business Advisor.

This presentation explains the $COPE model from two perspectives:
1) How we break out the performance areas in an organization
2) The different perspectives we can apply to each performance area.

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Improve the quality of information for your clients at Level 1 with the Chart of Accounts Analysis tool.

how_to_conduct_cofa_analysis.doc
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Obvious Adams is one of my favorite stories.  It demonstrates the power of curiosity over cleverness. It's a good primer for anyone who wants to learn how to be a better trusted business advisor.

obvious_adams.pdf
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