Galliard Family Business Advisor Institute
Articles, presentations, exercises, and materials related to financial management.
Jake poured over his financial statements, looking for any glimmer of hope that might spell a reprieve in his daily, weekly, monthly grind. Every year told the same story… “This year I’ll be able to set more aside for myself. I’ll get that line of credit paid for and finally put money in my retirement savings account.”
…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!
…Jake was so excited—an offer had come across his desk, by way of his attorney, that fulfilled most of his wishlist! The investor company said all the right things: they believed in the mission and vision, wanted to keep the employees in place and would keep the business operating from the small town where Jake was born and raised. His Dad had given his life to this business and while Jake wasn’t as willing to devote his every waking moment to Sandstone Industries, at least he wanted to see his father’s legacy live on.
…How can business leaders and their families make philanthropic investments in causes that advance their values, while also strengthening their families and building their business brand?
…If you’re like most people, you probably don’t think of yourself as a philanthropist—and your business-owning clients probably don’t either.
…Presented by Agatha Johnson, Prosperity Wealth Management
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