Find your dominant style
As advisors, we wear many hats – and this is a good thing!
…As advisors, we wear many hats – and this is a good thing!
…In this video, Galliard Institute founder Lisë Stewart calls attention to how we treat business leaders who are transitioning away or aging out of the business.
…How to prepare for and have THAT tough conversation
Larry and I glanced at each other, both with puzzled looks of concern. Our client, Mike, was rambling.
…This is an in-depth results page for the Advisor Style Quiz.
…Family Business Beacon is a customizable newsletter that family business advisors can edit, brand, and send to clients.
…Thank you for upholding the Galliard methodology in your important work with family businesses! We are proud to work with you.
…Do you ever think about what it means to leave a legacy behind? What does that look like?
…Presented by Agatha Johnson, Prosperity Wealth Management
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