The Galliard Team

Introducing Peer Groups

Call for Leaders

We asked and you answered! Some recent survey data indicated that you’d like more interaction and opportunities to learn.

(Pssst: Click here to take our membership survey now!)

One of the ways we will be doing so will be through our Peer Group Masterminds.

Galliard Peer Groups will be small intimate groups where you will be able to share experiences, case studies and information that will help us serve our families better.

We will be requesting members who are willing to lead and build a peer group to contact us. When you contact us, we will send you a form to allow us to understand and collaborate on setting up the Peer group.

Please note:

Peer Groups are for members and will be lead by members
Non-members will be allowed to attend two sessions before being required to be members to participate in future groups.
Members may join as many Peer Groups as they require (max of 15-20 members per group).
Members may only set up and or lead three groups at a time concurrently.
Peer groups may have topics and focus areas and regional focus.
To maintain group integrity, the groups will meet once a month.
Groups will run for an hour, and leaders may have to commit an additional hour to plan for the meetings, so 2 hours/month.

Podcast for NextGens

Nike Anani, Galliard Co-Director, hosts a podcast on NextGen coaching and mentoring. Subscribe here.

https://wavve.link/connectedgeneration

Focusing on the essential conversations

Tsitsi Mutendi, Galliard Co-Director, hosts a podcast on the everyday issues that affect family businesses and family enterprises. Subscribe here.

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Coffee hour with Nike and Tsitsi

A new era of the Galliard FBA Institute kicked off in August 2021 with the introduction of our new partners from African Family Firms: Nike Anani and Tsitsi Mutendi. Learn about their backgrounds in family business advising and plans for the future of Galliard as we expand our reach internationally.

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Working with high-net-worth parents

How you can help to guide the process and ensure the next generation is healthy, wealthy AND wise?!

Hear from Galliard FBA Institute Founder and Board Chair, Lisë Stewart, as she shares tips and techniques for working with wealthy families who want to raise children of character in an age of plenty.

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A guide for family business advisors

Get the scoop on this Galliard Certified Advisor's favorite strategic planning tool!

The purpose of the Strategy Planning Roadmap is to get families and privately held partners on the same page—whether it's for one year, three years, or five years. By talking through the mission, vision, and values, you’ll set up the major goals for the business to prepare the company for future growth.

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Skills for emotionally charged conversations

Do you ever find yourself working in a group setting, such as a family meeting, where you need to utilize all your best coaching skills?

If you’d like to learn some tips and techniques from a group of experienced coaches, who often work in emotionally-charged family settings, check out this webinar recording with Galliard Founder Lisë Stewart and colleagues Kristen Ward and Andrew Powell as they discuss this important topic.

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When & How a Forensic Accountant or CPA with a Specialized Skill Set Can Help You

What does it mean to be a forensic accountant and when might you need to call on a forensic accountant to help you or your company with a financial dilemma?

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A Conversation on Cybersecurity

From phishing to ransomware, everyone is at risk. Help your clients to better understand the world of cyber-threats, identify their risks and vulnerabilities and deploy practices to protect their businesses.

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Money, Money, Money!

What does a successful family business do with all that wealth!? Learn about the purpose and value of a Family Office, including recommended steps to prepare a family business for developing a ‘family enterprise model’ and preparing to enter into a Family Office relationship.

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On level of engagement and intent to leave a company

Psychological capital (Psy Cap) can be best defined as an overall positive state of mind. There are four main aspects: 1) hope, 2) self-efficacy, 3) optimism and 4) resiliency.

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The Nuances of Preserving Land-Intensive Family Businesses

As family business advisors, we’re very familiar with the coming crisis of family business succession as the Baby Boomer generation transitions out. Family farms, agritainment (or agrotourism) operations, and family forests face the same challenges and one of the largest family farm and forest transitions in history is only a handful of years away. These land-based operations are a unique combination of business, land ownership, and, often, the family homestead.

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Be sure to include a Desk Plan when designing your future

This worksheet includes all the crucial information someone would need to step into your role once you decide to leave your position, or in the event that unforeseen circumstances prevent you from continuing the work before you've decided to leave.

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Identity and Life Transitions Worksheets

What does it mean to leave your business successfully? According to GFBAI member, Paul Cronin, COO of Successful Transition Planning Institute, it requires "having a clear plan now for what you want to do with your life after leaving your business."

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Practicing What You Teach

Are you a family business advisor whose age starts with a 5 or more? Are the people in your office walking on eggshells wondering what happens to them when you retire? Are you practicing what you teach about planning for what happens to your practice when you begin your “third phase?”

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10 crucial questions

These are some of the questions we suggest you consider answering as you look to the future—your own and your businesses’.

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Dealing with Grief in the Planning Process

Good grief! Have you ever scratched your head wondering why your client is resisting the creation of an all-important succession plan, especially if that’s what you’ve been hired to do? Or maybe your aging accounting client keeps ignoring your suggestions to work with a succession planning expert?

You might be surprised to learn that grief is actually one of the emotions and invisible barriers to creating a plan for succession. But what is the grief about? Where does it come from? And what can you do about it?

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Evaluate your change readiness

GFBAI member and FBAC graduate, Andy Powell has spent the last 25 years working in the field of “change” with individual leaders and organizations. Here are some of his top tools.

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Navigating individual, organizational, & cultural change

Maybe you’ve made some resolutions to make personal changes, or maybe you are experiencing significant change in your business life. Perhaps new leadership is driving change in a client’s organization, or changes in a client’s marketplace have led them to implement a new strategy or operating model. How are you working with clients working to create a cultural change?

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Conflict Diffusion/Prevention

Keeping the holiday gatherings happy and fun can be tricky for anyone and even more so for families who also own and run a business together. What do you do when your eccentric Uncle Fred insists on telling off inappropriate “jokes” at your company holiday party? Or when Cousin Lynn drinks a little too much punch and picks a quarrel over something that happened decades ago?

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CoreValue, The One Page Business Plan, and Behavioral Profiles

Is your practice running exactly as you’d like it to? Are you working with your ideal clients? Do you have a business plan for next year? Is your practice scalable?

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Building trust & long-term client relationships

Inspired by the Sales Success for Building Your Practice webinar, check out the following tools for ideas and suggestions for building trust and long-term client relationships.

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A checklist for sales success

Galliard FBA Institute would like to thank our long-time member Gary Kieper for this resource, which was derived from our member webinar, Sales Success for Building Your Practice: Stop Selling and Start Connecting!

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Getting comfortable with the sales conversation

Do you love the work you do but feel uncomfortable with the sales conversation? Even the most highly skilled Family Business Advisors can struggle with converting a referral or inquiry into a closed sale.

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