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Tools

Templates, models and worksheets for members of the Galliard Family Business Advisor Institute.

5-Stage Relationship Capital Model

By Galliard Team

The Currency of Abundance in Family Business Advising Guest post: Marc Rosen and Judy Bodenhamer, Client Experience Institute™ If you’re like most advisors, your client relationships are likely underserved. We live in a world where the power of social networks is seemingly overtaking the perceived value of one-to-one exchanges. Some professionals are looking for a new perspective on… [Read More]

Filed Under: Resource Library, Tools

5-S System for Listening

By Galliard Team

5-S System for Listening

Lisë Stewart, founder of the Galliard Family Business Advisor Institute, explains her technique for really listening to clients in her work with family-owned businesses. Step 1: Stop That means slowing down. I take a deep breath and I stop thinking about what I wanted to say. Step 2: Search This means that I’m trying to… [Read More]

Filed Under: Resource Library, Tools, Videos Tagged With: Communication, Exercises for Advisors, Galliard Way, Generation to Generation, Listen, Wisdom

Parents Picking Favorites in the Family Business?

By Galliard Team Leave a Comment

“I love you… but I love him more!” What to do when parents have clear favorites. Twenty years ago, George and Eva started a very successful manufacturing company, and now their oldest son, Carl, is preparing to take over from his father. Carl is hardworking, sincere, intelligent and strategic. He is also analytical, focused and serious… [Read More]

Filed Under: Resource Library, Tools, Videos Tagged With: Business Transition, Parenting, Performance Management, Siblings

Quiz: What Kind of Advisor Are You?

By Galliard Team Leave a Comment

As advisors, we wear many hats – and this is a good thing! The most successful advisors have the ability to flex their skills to meet the clients needs. However, there are times when we can become enmeshed in our preferences, unaware that our styles may be impeding both our own progress and the success… [Read More]

Filed Under: Resource Library, Tools Tagged With: Advisor Styles, Fun, Quiz

Exit Strategy Planning Worksheet

By Galliard Team Leave a Comment

Effective exit strategy planning will involve discussions regarding a number of different aspects of your client’s life – both professional and personal. A good plan will take into consideration not only the type of lifestyle they want to maintain well into a new phase of life, but also the lifestyle they wish to enjoy during their… [Read More]

Filed Under: Resource Library, Tools Tagged With: Exit Strategy Planning, Worksheet

Successor Development Worksheet

By Galliard Team Leave a Comment

Developing and/or identifying the appropriate successor for an organization can be both challenging and exciting. Some companies will carefully groom an existing team member for this role and others will choose to hire their senior expertise from outside of the organization – depending upon the future needs of the organization and the skills available within…. [Read More]

Filed Under: Resource Library, Tools Tagged With: Successor Development, Worksheet

Transitioning Roles Worksheet

By Galliard Team Leave a Comment

Worksheet to Help Your Clients Clarify Roles and Responsibilities The purpose of this worksheet is to provide a platform for discussion. During the development of an effective succession plan, it is important to plan the transition of roles and responsibilities of key management team members. In most cases, we can describe our current role and… [Read More]

Filed Under: Resource Library, Tools Tagged With: Roles and Responsibilities, Worksheet

4 Effective Problem-Solving Tools

By Galliard Team Leave a Comment

Including the 6 Thinking Hats The following four steps outline an effective way to approach problem solving. Each step includes points to consider. Depending upon the problem to be addressed, choose the approach you will use. 1. Define and Agree on the Problem/Challenge The following questions help to focus the group on the problem or challenge:… [Read More]

Filed Under: Resource Library, Tools

Preparing a Plain Language Operating Agreement in the Family Business

By Galliard Team Leave a Comment

Note – this worksheet does not constitute legal advice or direction – it is to be used in preparation for a discussion about your operating agreement with a legal advisor. An LLC (limited liability company) operating agreement allows you to structure your financial and working relationships with your co-owners in a way that suits your business… [Read More]

Filed Under: Resource Library, Tools Tagged With: Family Business, How-To, LLC, Operating Agreement, Professional Advisors, Worksheet

Galliard Family Business Assessment Tool

By Galliard Team Leave a Comment

Assessing the Situation! At the Galliard Family Business Advisor Institute, we stress the importance of taking the time to really assess the situation before taking action. It is important to learn to see the world from our client’s perspective and learn about both the needs and the dynamics that will influence the future direction. To… [Read More]

Filed Under: Resource Library, Tools

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info@galliardinstitute.org
(718) 569-8387

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