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?”… [Read More]
Webinar recordings and playlists from the Galliard Family Business Advisor Institute archives.
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… [Read More]
Navigating Individual, Organizational, And Cultural Change There’s a saying that the only constant is change. And we all know that change can be hard, whether it’s wanted or unwanted. 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… [Read More]
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… [Read More]
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? Whether you’re an experienced family business advisor or you’re just getting started, chances are a fresh look at how you’re running your practice will help… [Read More]
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. And without strong sales, practices (and the bottom line) can flounder. How to build our sales skills is a topic of… [Read More]
In this webinar, author John F. Dini presents lessons from his latest book, Your Exit Map: Navigating the Boomer Bust. Designed specifically to facilitate exit planning conversations between business owners and advisors,Your Exit Map is fresh, fun and completely engaging. In the words of one professional (An ESOP advisor), “It feels more like reading a novel than… [Read More]
How Genograms Influence The Family Business While many family business advisors are adept at assessing the financial, organizational, and strategic systems in a family owned business, most shy away from probing the messy world of family relationship dynamics for fear of stirring up a hornet’s nest. And yet, developing a deep understanding of a family… [Read More]
“I’ve often talked about how important ritual is in providing a foundation – a foundation from which we can then change if we choose to.” This message is from Lisë Stewart, founder of the Galliard FBA Institute.
Listening to the Needs of Next Generation Leaders In this webinar, a panel of young Millennial Leaders share their ideas and experiences regarding the ways in which their personal mentors and coaches have helped them to succeed. What do our young leaders need from us as advisors, coaches and mentors? How can we be more… [Read More]