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Consultant Assessment Tool

Hiring a consultant or coach is a decision made with careful thought and reflection. The following assessment tool will help you in making your decision.
 
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Successful businesses start with an idea.
 

Recommended Products and Services

Planning Services

Plan Pros - Celebrating 10 Years of Plan Production for Ameriprise Advisors

99 East River Drive
8th Floor
East Hartford, CT 06108
Toll-Free: 877-711-0813
Fax: 866-621-4120
 
We partner with you to produce high-quality of advice financial plans with quick turnaround times while offering you many valuable services. We are committed to making the planning process easy and effortless at a reasonable price. We produce plans that can be customized to the level of planning you require. We will produce a plan using your style of planning. We have been in business since 1998.
 
We have been providing our services to many advanced advisors throughout the country and have helped many advisors increase their GDC and planning fees.
 
In addition to complete plan production, our value-added services include customized data gathering tools, emergency access, color laser printing, overnight delivery, toll-free telephone access, volume discounts and flexible pricing.  We offer flexible payment options through any major credit card, ATM or debit card.
 
The bottom line is that we are committed to providing you with a high quality plan while being easy to do business with.
 
You will receive $50 off your first plan as a Rich Rewards Consulting client.
 
 

Planning Software

GoalTracker

Using GoalTracker, you can reduce your planning time by 75%. The quality of the reports generated can also allow you to increase your fees. Visit www.retirex.com to learn more.
 
Retirex, LLC
24881 Alicia Parkway
Unit E-236
Laguna Hills, CA 92653
Office: 949-305-9346
Fax: 949-305-9347
Email: rengel@retirex.com
 
 

IT Services

1080 - Specializing in Small Business IT Consulting
Specializing in Small Business IT Consulting
 

Standard Services

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Onsite Service: $85/hour with a one hour minimum. Subsequent hours billed at $85/hour in 15 minute increments.
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Remote (phone/email) Service: $85/hour billed in 15 minute increments.
   
Computer Troubleshooting
New Technology Set-up
Network Services
 
Office network installation and upgrades
Wireless
Server 2003
Troubleshooting
Disaster Recovery:  Planning and Implementation
 
System backup options
Off-site storage options
Contact Management Consulting
 
Database conversion assistance
ACT, CDS, Contact Manager, Lotus Notes, Outlook and more
Paperless Office
 
File structure organization
Scanner purchase consulting
Hardware Procurement
 

Custom Services

Custom services are estimated and billed based on individual project scope.
 
Proactive Maintenance Services:  Performed on a Monthly Basis
 
Perform backup
Apply all available software updates
Clean up unnecessary files
New Office Technology Consulting: Complete Planning and Coordination
 
Phone systems
Internet
Network
Copiers (MFDs)
LCD display
Computer placement
Application Training
 
Contact Manager
Online File Manager
CDS
Microsoft Office Applications
More training options available as requested
Hardware Recycling
 
For more information, contact Scott at 612-310-7355 or at scott@1080it.com.
 
 

Employment Candidate Assessments

The toughest decisions in any business are people-related decisions - hiring, firing, promotion, partnerships, etc. These are the decisions that receive the least attention and are the hardest to undo. We can help.
 

Profile XT

The Profile XT is a multi-purpose assessment that is used for selection, coaching, training, promotion, managing and succession planning. The Profile XT provides you with a structured system to objectively obtain better information, identify the best candidates and conduct better interviews. It is a powerful and dynamic management tool that employs 21st Century technology to put the right people in the right jobs.
 
What makes the Profile XT assessment the leading assessment tool in the industry is our exclusive Job Fit technology. We combine tested and reliable data derived from our pre-employment screening assessment system with a customized job analysis survey to create a benchmark by which you can hire an employee who best fits your job and company.
 

Step One Survey II - Reduce your Risk and Select the Best Employees

The Step One Survey II is a scientifically designed assessment tool that evaluates job applicants for integrity, substance abuse, reliability and work ethic. The SOS II empowers you with a structured system to objectively obtain better information, identify the best candidates and conduct better interviews.
 
Both assessments are administered on the Internet and reports are immediately available.
 
Avoiding hiring mistakes is good business!
 
For more information contact:
 
Lisa Champagne-Minyard
Achievement Resources
1534 N. Moorpark Road, #302
Thousand Oaks, CA 91360
Office: 805-435-2727
Cell: 310-990-3065
Fax: 805-435-2743
lisa@achieveresources.com
www.achieveresources.com
 
 

Dictation Service

Copytalk

Copytalk is a simple, cost-effective dictation solution for the financial professional. It is a timesaving service that you can use for your correspondence, meeting notes, to-dos, etc. You simply call Copytalk, dictate and have your correspondence emailed to you or to anyone on your team.
 
A link to their website for a special Rich Rewards Consulting discounted rate is www.copytalk.com?richrewards.  You may also contact Deidre Zervos at 866-267-9825 extension 405 and ask for the Rich Rewards Consulting discount.
 
 

Recommended Reading

The E-Myth Revisited: Why Most Small Businesses Don’t Work and What to Do About It

by Michael E. Gerber
 
In this new and totally revised edition of the more than two million copy bestseller, Michael Gerber dispels the myths surrounding starting your own business and shows how commonplace assumptions can get in the way of running a business.  Next, he walks you through the steps in the life of a business -- from entrepreneurial infancy through adolescent growing pains to the mature entrepreneurial perspective: the guiding light of all businesses that succeed -- and shows how to apply the lessons of franchising to any business, whether it is a franchise or not.
 
Finally, Gerber draws the vital, often overlooked distinction between working on your business and working in your business.  After you have read The E-Myth Revisited, you will truly be able to grow your business in a predictable and productive way.
 

Effort-Less Marketing for Financial Advisors

by Steve Moeller
 
Effort-Less Marketing is based on author Steve Moeller’s extensive research and refinement of the best strategies to build a financial advisory practice, as well as key marketing principles that work just as well for financial advisors as they do for such customer-savvy giants as Saturn and Nike. You will toss aside conventional, exhausting sales techniques for a newer, easier way. Here you will find all of Steve Moeller’s strategies, tactics and processes in one place!
 

Raving Fans: A Revolutionary Approach to Customer Service

by Ken Blanchard and Sheldon Bowles
 
Your customers are only satisfied because their expectations are so low and because no one else is doing better. Just having satisfied customers isn’t good enough anymore. If you really want a booming business, you have to create Raving Fans.
 

Good to Great

by Jim Collins
 
Several years ago, Jim Collins asked the question, “Can a good company become a great company and if so, how?” In Good to Great, Collins, the author of Built to Last, concludes that it is possible but finds there are no silver bullets. Collins and his team of researchers began their quest by sorting through a list of 1,435 companies, looking for those that made substantial improvements in their performance over time. They finally settled on 11--including Fannie Mae, Gillette, Walgreens and Wells Fargo--and discovered common traits that challenged many of the conventional notions of corporate success. Making the transition from good to great doesn’t require a high-profile CEO, the latest technology, innovative change management or even a fine-tuned business strategy. At the heart of those rare and truly great companies was a corporate culture that rigorously found and promoted disciplined people to think and act in a disciplined manner. Peppered with dozens of stories and examples from the great and not so great, the book offers a well-reasoned road map to excellence that any organization would do well to consider. Like Built to Last, Good to Great is one of those books that managers and CEOs will be reading and rereading for years to come.
 

Our Iceberg is Melting

by John Kotter
 
Harvard Business School professor Kotter, author of the best-selling Leading Change (1996), teams up with executive Rathgeber to offer his contribution to the “business fable” genre. Kotter presents his framework for an effective corporate change initiative through the tale of a colony of Antarctic penguins facing a danger-inspired, warming crisis. Under the leadership of one particularly astute bird, a small team of penguins with varied personalities and leadership skills implement a thoughtful plan for coaxing the other birds in their colony through a time of necessary but wrenching change. This light, quick read fulfills its intended purpose: to serve as a springboard for group discussions about corporate culture, group dynamics and the challenges of change.
 
 
ResourceFULL coaching for busy professionals