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Kolbe Resources for Members of Qii's Freedom and Growth Chronicles

Welcome, Qii Freedom and Growth Chronicles Members!

It's great to have you as part of this community. As a member of Qii's Freedom and Growth Chronicles, you have access to the Kolbe A™ Index assessment through the Qii Consulting Kolbe portal at the wholesale price of $44. (Retail $55)

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

Strategic Leadership is required to get to your next level of growth, and one essential mindset is True-to-Self: the intentional and continuous discovery and nurture 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 and how you impact the world around you: something only YOU can bring to the table, and what attracts clients and partners to you.

​Enjoy the path of self-discovery. The Kolbe A™ Index is just one step. Master your intentional use of your natural instincts and your awareness and celebration of those of your teammates, and you will see what must happen to reach your next level of growth.


If you have an existing Kolbe A™ result, you DO NOT need to take the assessment again. Kolbe Corp. considers your first result the most valid.

Put your Kolbe results to work!

Qii’s Kolbe workshop “The Freedom to be Yourself = 10x Success” is one of four exceptional programs offered at the 2020 Professional Development Showcase on Tuesday, September 29, 2020.

Learn more here.

Colleen Jordan Hallinan

Chief Transformation Officer

Qii Consulting, LLC

(Practice Management Recipes)
12 Signs Your Employees are Engaged

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

Superstar Super-Charger

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.

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 the next week.

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

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.

The Big Picture

Leaders may use this as a cheat sheet to build better relationships with their team members. Teams can use this 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.

The Team Success Navigator

Be strategic with your next hire. This tool helps set the right expectations and to hire in alignment with firm values and requirements for success. It also 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.

Qii Day Activities

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.

The Engaged Client Experience
This paper is based on an Advisor Impact/Vanguard (now study that concludes “engaged” clients are more likely to refer to you. It illustrates how an “engaged” client experiences your service, and contains a series of concepts to drive the processes to create more engagement.
Useful Links
How Employee Engagement Affects Company Performance

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.

Kolbe A™ Index

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. It gives your team a common language.

StrengthsFinder 2.0

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. It gives your team a common language.

Who: The A Method for Hiring

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

Who Tools

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. FPA provides online networking and peer support.

Join Your Local Chapter

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

FPA NexGen

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, wealth management credentials, and world-class educational offerings through membership, conferences, research, and publications.

Strategic Coach

Access live coaching programs to expand your entrepreneurial freedom.  

“Always make your future bigger than your past."


—Dan Sullivan

Discussing Market Volatility with Your Clients,
Worth Magazine 2009
Directed at investors in late 2008, this article discusses practical ways to address anxiety generated in a downturn when risk tolerance has been overestimated.
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