Insights + blog.
The Art of Difficult Conversations - Cheat Sheet
In Episode 4: The Art of Difficult Conversations, Sam Dean deep dives on the art of having tough conversations in the workplace. Beginning with first discussing what conversation is and why it’s important, Sam then drills down on two types of conversation that many people find difficult: value conversations and difficult feedback conversations.
Client Check-ins During a Crisis - Downloadable Guide
As Sam discussed in Episode 21, it’s important that during times of a pandemic, and any type of crisis for that matter whether it be economic, bushfires or something personal, we are offering support to our clients also.
As proactive advisors this will help us to be on the front foot of situations impacting our clients as well as help maintain and strengthen our relationships.
Job Workflow Blueprint - Downloadable Guide
Revolutionise the way your firm processes jobs. The Job Workflow Blueprint helps to provide guidance and a helicopter view around the compliance workflow that occurs on a client job from start to finish.
Expert vs Advisor Mindset Questionnaire
As bonus material coming out of Sam’s podcast episodes on shifting from an expert to advisor mindset, we have designed a questionnaire you can utilise to self-assess where you are on the spectrum, showing areas for improvement.