For advisers, practice owners and managers;
Please feel free to download what you need. Some tools and checklists will be available for a limited time only, the selection of freebies will change from time to time.
We hope you find this small selection of our sample checklists, tools and raters useful, and please feel free to contact us via our contact page if you wish to discuss any of these topics further.
>> Business Health EVP (Employee Value Proposition) Rater Oct 2023 (available until Nov 30 2023)
>> Business Health CVP (Client Value Proposition) Rater Oct 2023 (available until Nov 30 2023)