Advisor CEO toolkit
The tools and worksheets that go with From Financial Advisor to CEO. Start with the CEO Assessment below, then work through each part of the book.
CEO Assessment: technician or enterprise builder?
The book opens with this self-assessment. Rate each statement from 1 (never) to 5 (always), based on how your practice runs today, not how you plan to run it.
Prefer paper? Download the scorable PDF. It adds up your score and shows your result as you fill it in.
One toolkit for each officer role.
Each part of the book opens with a self-assessment and each chapter ends with a “Put It into Practice” protocol. The printable versions are being added here as the book launches.
Full Practice Assessment
25 ratings across all five roles, plus your numbers. Get a scored report and your first moves.
Start itCEO Assessment
Twelve questions that place you from Solo Technician to Enterprise Builder.
Part assessments
CMRO, CFO, COO and CRLO self-assessments to find your weakest pillar.
Chapter protocols
Printable “Put It into Practice” checklists for all twenty-one chapters.
Join the early-reader list to hear when the book and the worksheets are released.