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Creating a Culture
Built for Growth

Welcome Qii Consulting and FP Transitions
June 05, 2019 Webinar Participants

Thank you for joining us for Creating a Culture Built for Growth.  To help you take those first steps to your next level of growth, Qii is providing webinar participants with limited exclusive access to the Kolbe A™ Index assessment at cost.

​Why should you know your Kolbe A™ results, and why should you care?

​For some, the definition of success in business is more growth in revenue, for others it may be growth in freedom or time away from the business.  You can get it all, plus more joy, when you adopt key mindsets that elevate you to Strategic Leadership.  One of those mindsets is True-to-Self:  the intentional and continuous discovery and nurturing of your personal aspirations, passions, beliefs, natural strengths and instincts. These are your Power Tools.  You are a composite of these tools, and your unique expression of them is your Gift:  something only YOU can bring to the table.

​Enjoy the path of self-discovery.   The Kolbe A™ Index is just one step. For more on Strategic Leadership, connect with us.

Colleen Jordan Hallinan

Chief Transformation Officer

Qii Consulting, LLC

A-Players need an


to thrive.

  How do you measure up?  


Measure your

Strategic Leadership by taking the Qii Consulting

  A-Employer Mini Audit.

Useful Links

The Relationship Between Engagement at Work and Organizational Outcomes. The ninth edition of Gallup’s Meta-Analysis studies the relationship between levels of employee engagement  and performance and provides actionable issues for management.  The 12 statements of engaged employees are found on page 9.

What Distinguishes Great Managers: State of the American Manager

Gallup estimates that the manager accounts for at least 70% of the variance in employee engagement scores across business units. When managers have both talent and proper development, teams and individuals win customers.

This online personal assessment helps you learn your conative strengths, the instincts that drive individual and group behaviors, and how they fit into jobs, relationships, and teams. Gives your team a common language.

Do you have the opportunity to do what you do best every day? This personal assessment helps you uncover your natural talents and devote more time developing your strengths than fixing your shortcomings. Gives your team a common language.

A must read for any team-builder. Follow this process and your recruiting time will be focused on the crème of the crop. Includes a simple and effective performance benchmarking and evaluation process.

The author, Geoff Smart, offers accompanying tools for free.

The Personal Financial Planning section of the American Institute of CPAs provides information, tools, advocacy and guidance for practitioners who specialize in providing estate, tax, retirement, risk management and investment planning advice.

The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and 

students who seek advancement in a growing, dynamic profession. Provides online networking and peer support.

Your local chapter is a great place to build long-lasting friends and partners.

Every young planner and advisor needs to be a part of this.

Investment Management Consultants Association® was established in 1985 to deliver premier investment consulting and wealth management credentials and world-class educational offerings through membership, conferences, research, and publications.

Live coaching programs to expand your entrepreneurial freedom.  

“Always make your future bigger than your past.” –Dan Sullivan

 (Practice Management Recipes)

Leaders may use as a cheat sheet to build better relationships with their

team members. Teams can use in a group session to help each other

meet goals and to have the right expectations of one another.

Questions adapted from The Secret, What Great Leaders Know - and Do, by Ken Blanchard and Mark Miller.

See The Team Performance Multiplier: Trust for why you need this tool.

Quadrant ii is the realm of the “important, but not urgent” activities that are so often neglected. Spend more time planning, thinking, and strategizing than doing. Here’s a comprehensive list of the many things you can do on a Qii day.

See Quadrant ii at Least Once a Week for why you need this tool.

Be strategic with your next hire. Helps set the right expectations and to hire in alignment with firm values and requirements for success. Clarifies for the team the specific outcomes each is striving toward, and provides benchmarks to measure performance.

See The No Nonsense way to Hire "A" Players: The Scorecard for why you need this tool.

Based on an Advisor Impact/Vanguard (now study that concludes “engaged” clients are more likely to refer to you. This paper illustrates how an “engaged” client experiences your service, and contains a series of concepts to drive the processes to create more engagement.

Crucial Conversations Cheat Sheet

Good communication skills are a given in a professional environment. Being able to handle a challenging conversation is not a given, but it should be! Use this guide to help your team master crucial conversations.

Excerpts and Cheat Sheet Concepts taken from

Crucial Conversations: Tools for Talking When Stakes are High

See Why should a team care about Safety? for why you need this tool.

RPM CHAT Agenda Template

Carving out regular quadrant ii time (important, not urgent) is essential for your team.  The RPM CHAT session is a weekly 30 minute status update to “rev” up your team for the week. You’ll face issues together, celebrate wins, uncover problems, brainstorm solutions and strategize for next week.

See The Weekly Meeting that Revs up Your Team for why you need this tool.

Directed at investors in late 2008, this article  discusses practical ways to address anxiety generated in a downturn when risk tolerance has been over estimated.

Use this worksheet as a guide to articulating Vision, Mission and Outcomes. Super-charged execution requires meaningful purpose that is reinforced – in writing, in policies, and in expectations. When your people come to work every day striving for something important, clear on their role, a whole lot more gets done than just their job.

See A Shared Future: the Superstar Super-charger for why you need this tool.

From the report The Relationship Between Engagement at Work and Organizational Outcomes, here are Gallup's Q12 Statements.

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