Resources

Types of Advisory Sheet 

'The Types of Advisory' graphic outlines the different categories of business advisory.

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Business Advisory Capability Wheel 

The purpose of the Business Advisory Capability Wheel exercise is to gain a clear picture and understanding of where your firm ranks to become an 'advisory' firm. Simply plot your scores out of ten for each of the eight capability elements.

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Right People + Right Seats Exercise

The Right People & Right Seats exercise stems from one of Samantha Dean's keynote presentations.

Download the exercise to work through the skills and attributes required for the various functions within your organisation. The included Skills Matrix will also help you to find your "magic".

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BlueprintHQ Workflow Blueprint

The BlueprintHQ Workflow Blueprint helps to provide guidance and a helicopter view around the compliance workflow that occurs on a client job from start to finish.

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