Free resources
for advisors.
Client Conversation Framework
In Episode 45, Sam covers a simple framework to follow to have more effective and efficient conversations, particularly with clients.
90 Day Roadmap
This 90-day roadmap is designed to help you build a step-by-step, practical and relevant plan to reach your SMART goals.
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.
Client Check-ins During a Crisis Script
Discussed in Episode 21, the client check-in script is a guide for accountants making that first check-in call with clients.
Job Workflow Blueprint for Accountants
Revolutionise the way your firm processes jobs. This blueprint helps to provide guidance and a helicopter view around the compliance workflow that occurs on a client job from start to finish.
