FREESources - cool tools to help you move your firm forward
Tools and Resources
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This video covers the 10 core principles - characteristics of a Trusted Business Advisor.
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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.
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.
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