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]
Webinar recordings and playlists from the Galliard Family Business Advisor Institute archives.
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]
Why It’s Important and How to Foster It What makes for a happy workplace? What’s the key quality family business consultants can help their clients cultivate to create a happy workplace? In this webinar: The impacts of happiness on workplace culture and the company’s bottom line. Why family-owned and closely-held businesses are especially impacted. What… [Read More]
Founder-entrepreneurs play a key role in performance management. In this webinar, Natalie McVeigh of Family Owned Business Resources deconstructs the personality of the ‘FOB Founder-Entrepreneur’ into an archetype of emotional intelligence (EQ) behaviors. View the recording to gain insights and tools to help heirs and other family members better understand and navigate the vitriolic behaviors… [Read More]
“The Moment of Truth” Presented by Diane McNally, Ph.D. It is possible to transition team members in a dignified fashion while maintaining the integrity of the company’s values, minimizing disruption, and mitigating financial and reputational risk. Help your clients to stop agonizing and start taking action to transition “problem employees” out of their organizations. Or,… [Read More]
The Master Family Business Coaching Hotline offers one-hour online coaching sessions with Galliard network experts, including Founder and Board Chair, Lisë Stewart. The hotline is open to Professional Premium members and members on the Certification Track. All members of the Galliard Institute are welcome to view the following recording. In this call, Lisë talks with Galliard… [Read More]